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 9-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 | $34,213 | $83,477-59.0% | $125,175-72.7% | $72,985-53.1% |
| Participation rate | 95.0% | 73.3%+21.7pp | 79.8%+15.2pp | 69.5%+25.5pp |
| Annual return | 9.40% | 25.78%-16.4pp | 43.79%-34.4pp | 81.00%-71.6pp |
| Employer contribution / active EE | $1,250 | $2,345-46.7% | $3,865-67.7% | $2,440-48.8% |
| Participant deferral / active EE | $1,443 | $3,585-59.8% | $4,937-70.8% | $3,607-60.0% |
| Admin fee / account holder | $796 | $5,517-85.6% | $9,702-91.8% | $5,124-84.5% |