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 | $16,739 | $91,190-81.6% | $178,490-90.6% | $79,858-79.0% |
| Participation rate | 92.9% | 69.2%+23.7pp | 81.9%+10.9pp | 69.6%+23.2pp |
| Annual return | 2.04% | 24.19%-22.1pp | 151.07%-149.0pp | 31.71%-29.7pp |
| Employer contribution / active EE | $1,161 | $3,256-64.3% | $5,011-76.8% | $2,471-53.0% |
| Participant deferral / active EE | $616 | $3,236-81.0% | $5,202-88.2% | $3,740-83.5% |
| Admin fee / account holder | $727 | $6,751-89.2% | $13,984-94.8% | $5,306-86.3% |