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 | $33,641 | $78,103-56.9% | $289,028-88.4% | $116,875-71.2% |
| Participation rate | 82.7% | 69.5%+13.2pp | 78.0%+4.7pp | 74.5%+8.1pp |
| Annual return | 9.00% | 15.26%-6.3pp | 243.94%-234.9pp | 16.29%-7.3pp |
| Employer contribution / active EE | $2,646 | $2,718-2.7% | $6,326-58.2% | $3,288-19.5% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $4,804-100.0% | $3,885-100.0% |
| Admin fee / account holder | $893 | $8,683-89.7% | $14,050-93.6% | $12,263-92.7% |