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 | $40,068 | $95,803-58.2% | $113,168-64.6% | $84,808-52.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 2.97% | 25.00%-22.0pp | 24.27%-21.3pp | 40.90%-37.9pp |
| Employer contribution / active EE | $1,636 | $2,360-30.7% | $2,975-45.0% | $2,631-37.8% |
| Participant deferral / active EE | $708 | $4,242-83.3% | $5,107-86.1% | $4,212-83.2% |
| Admin fee / account holder | $967 | $8,989-89.2% | $12,068-92.0% | $7,344-86.8% |