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 5-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 | $35,965 | $69,515-48.3% | $86,874-58.6% | $85,850-58.1% |
| Participation rate | 84.6% | 66.3%+18.3pp | 71.6%+13.0pp | 69.3%+15.3pp |
| Annual return | 10.78% | 20.12%-9.3pp | 63.52%-52.7pp | 318.53%-307.8pp |
| Employer contribution / active EE | $1,019 | $1,880-45.8% | $2,495-59.2% | $2,565-60.3% |
| Participant deferral / active EE | $517 | $2,919-82.3% | $3,699-86.0% | $3,952-86.9% |
| Admin fee / account holder | $7,166 | $5,972+20.0% | $5,828+22.9% | $6,260+14.5% |