See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,212 | $138,347-59.4% | $184,203-69.5% | $80,856-30.5% |
| Participation rate | 82.1% | 83.9%-1.7pp | 86.8%-4.7pp | 67.6%+14.5pp |
| Annual return | -0.62% | 20.02%-20.6pp | 28.81%-29.4pp | 35.59%-36.2pp |
| Employer contribution / active EE | $1,579 | $4,850-67.5% | $6,427-75.4% | $2,755-42.7% |
| Participant deferral / active EE | $2,317 | $7,071-67.2% | $9,131-74.6% | $4,296-46.1% |
| Admin fee / account holder | $101,687 | $10,483+870.0% | $13,901+631.5% | $6,918+1369.9% |