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 | $14,857 | $80,717-81.6% | $154,803-90.4% | $84,808-82.5% |
| Participation rate | 98.3% | 66.8%+31.5pp | 78.1%+20.2pp | 68.3%+30.0pp |
| Annual return | 12.02% | 37.96%-25.9pp | 58.88%-46.9pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,758 | $2,761-36.3% | $4,305-59.2% | $2,631-33.2% |
| Participant deferral / active EE | $636 | $3,303-80.8% | $5,540-88.5% | $4,212-84.9% |
| Admin fee / account holder | $2,107 | $6,746-68.8% | $14,329-85.3% | $7,344-71.3% |