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 | $12,684 | $54,762-76.8% | $90,281-86.0% | $72,985-82.6% |
| Participation rate | 91.2% | 65.1%+26.1pp | 73.3%+18.0pp | 69.5%+21.7pp |
| Annual return | 4.19% | 30.63%-26.4pp | 78.10%-73.9pp | 81.00%-76.8pp |
| Employer contribution / active EE | $1,168 | $2,092-44.2% | $2,854-59.1% | $2,440-52.1% |
| Participant deferral / active EE | $501 | $2,887-82.7% | $3,885-87.1% | $3,607-86.1% |
| Admin fee / account holder | $8,916 | $3,972+124.5% | $5,351+66.6% | $5,124+74.0% |