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 | $19,262 | $118,849-83.8% | $96,562-80.1% | $167,490-88.5% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.8%+0.2pp | 82.1%-12.1pp |
| Annual return | 4.56% | 50.49%-45.9pp | 37.78%-33.2pp | 478.56%-474.0pp |
| Employer contribution / active EE | $645 | $3,120-79.3% | $2,356-72.6% | $4,837-86.7% |
| Participant deferral / active EE | $774 | $4,616-83.2% | $3,849-79.9% | $6,341-87.8% |
| Admin fee / account holder | $23,176 | $8,065+187.4% | $6,181+275.0% | $12,309+88.3% |