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 | $23,308 | $159,602-85.4% | $150,045-84.5% | $142,382-83.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 10.50% | 70.24%-59.7pp | 62.55%-52.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $924 | $4,961-81.4% | $4,693-80.3% | $4,299-78.5% |
| Participant deferral / active EE | $1,896 | $8,310-77.2% | $7,997-76.3% | $6,507-70.9% |
| Admin fee / account holder | $2,941 | $14,846-80.2% | $13,435-78.1% | $12,624-76.7% |