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 | $20,973 | $57,990-63.8% | $76,190-72.5% | $80,856-74.1% |
| Participation rate | 92.0% | 73.7%+18.3pp | 79.3%+12.7pp | 67.6%+24.4pp |
| Annual return | 10.21% | 15.89%-5.7pp | 13.78%-3.6pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,455 | $3,565-59.2% | $4,578-68.2% | $2,755-47.2% |
| Participant deferral / active EE | $147 | $3,814-96.2% | $5,474-97.3% | $4,296-96.6% |
| Admin fee / account holder | $546 | $5,668-90.4% | $5,123-89.3% | $6,918-92.1% |