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 | $26,411 | $76,552-65.5% | $123,892-78.7% | $62,891-58.0% |
| Participation rate | 89.3% | 73.0%+16.3pp | 81.4%+7.9pp | 69.3%+20.0pp |
| Annual return | 2.40% | 18.68%-16.3pp | 47.52%-45.1pp | 20.14%-17.7pp |
| Employer contribution / active EE | $678 | $2,883-76.5% | $4,617-85.3% | $2,281-70.3% |
| Participant deferral / active EE | $789 | $4,840-83.7% | $5,984-86.8% | $3,203-75.4% |
| Admin fee / account holder | $316 | $4,826-93.5% | $8,357-96.2% | $4,296-92.6% |