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 | $22,963 | $80,717-71.6% | $154,803-85.2% | $84,808-72.9% |
| Participation rate | 94.7% | 66.8%+27.9pp | 78.1%+16.7pp | 68.3%+26.4pp |
| Annual return | 9.42% | 37.96%-28.5pp | 58.88%-49.5pp | 40.90%-31.5pp |
| Employer contribution / active EE | $2,043 | $2,761-26.0% | $4,305-52.6% | $2,631-22.4% |
| Participant deferral / active EE | $657 | $3,303-80.1% | $5,540-88.1% | $4,212-84.4% |
| Admin fee / account holder | $1,315 | $6,746-80.5% | $14,329-90.8% | $7,344-82.1% |