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 | $36,620 | $65,365-44.0% | $92,893-60.6% | $72,985-49.8% |
| Participation rate | 91.9% | 68.3%+23.6pp | 76.0%+15.9pp | 69.5%+22.4pp |
| Annual return | -0.51% | 42.10%-42.6pp | 109.41%-109.9pp | 81.00%-81.5pp |
| Employer contribution / active EE | $1,447 | $2,594-44.2% | $3,653-60.4% | $2,440-40.7% |
| Participant deferral / active EE | $959 | $3,128-69.4% | $4,236-77.4% | $3,607-73.4% |
| Admin fee / account holder | $1,332 | $4,251-68.7% | $5,794-77.0% | $5,124-74.0% |