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 | $22,722 | $159,602-85.8% | $150,045-84.9% | $142,382-84.0% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 10.60% | 70.24%-59.6pp | 62.55%-51.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,638 | $4,961-67.0% | $4,693-65.1% | $4,299-61.9% |
| Participant deferral / active EE | $2,452 | $8,310-70.5% | $7,997-69.3% | $6,507-62.3% |
| Admin fee / account holder | $34,031 | $14,846+129.2% | $13,435+153.3% | $12,624+169.6% |