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 | $23,188 | $59,443-61.0% | $70,164-67.0% | $75,163-69.1% |
| Participation rate | 81.9% | 71.6%+10.3pp | 78.8%+3.1pp | 67.2%+14.8pp |
| Annual return | 12.22% | 18.53%-6.3pp | 18.87%-6.6pp | 160.62%-148.4pp |
| Employer contribution / active EE | $992 | $3,306-70.0% | $4,287-76.9% | $2,670-62.9% |
| Participant deferral / active EE | $217 | $3,653-94.1% | $5,395-96.0% | $4,125-94.7% |
| Admin fee / account holder | $1,607 | $4,397-63.5% | $4,561-64.8% | $5,651-71.6% |