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 | $16,743 | $80,717-79.3% | $154,803-89.2% | $84,808-80.3% |
| Participation rate | 89.3% | 66.8%+22.5pp | 78.1%+11.2pp | 68.3%+21.0pp |
| Annual return | 8.54% | 37.96%-29.4pp | 58.88%-50.3pp | 40.90%-32.4pp |
| Employer contribution / active EE | $2,900 | $2,761+5.0% | $4,305-32.6% | $2,631+10.2% |
| Participant deferral / active EE | $119 | $3,303-96.4% | $5,540-97.8% | $4,212-97.2% |
| Admin fee / account holder | $3,687 | $6,746-45.3% | $14,329-74.3% | $7,344-49.8% |