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 | $33,458 | $98,750-66.1% | $149,696-77.6% | $79,858-58.1% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.5%+14.0pp | 69.6%+26.8pp |
| Annual return | 5.93% | 27.43%-21.5pp | 276.60%-270.7pp | 31.71%-25.8pp |
| Employer contribution / active EE | $671 | $3,216-79.1% | $4,644-85.6% | $2,471-72.9% |
| Participant deferral / active EE | $2,083 | $5,680-63.3% | $6,842-69.6% | $3,740-44.3% |
| Admin fee / account holder | $4,283 | $6,053-29.2% | $9,309-54.0% | $5,306-19.3% |