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 | $27,239 | $140,940-80.7% | $112,229-75.7% | $139,434-80.5% |
| Participation rate | 88.9% | 79.2%+9.7pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 7.76% | 32.71%-24.9pp | 30.20%-22.4pp | 372.94%-365.2pp |
| Employer contribution / active EE | $1,129 | $4,283-73.6% | $3,430-67.1% | $4,751-76.2% |
| Participant deferral / active EE | $680 | $5,874-88.4% | $4,798-85.8% | $6,710-89.9% |
| Admin fee / account holder | $1,706 | $9,954-82.9% | $7,748-78.0% | $11,403-85.0% |