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 | $26,480 | $84,233-68.6% | $170,442-84.5% | $70,131-62.2% |
| Participation rate | 92.2% | 70.8%+21.3pp | 83.6%+8.6pp | 69.5%+22.6pp |
| Annual return | 8.05% | 23.06%-15.0pp | 205.93%-197.9pp | 73.14%-65.1pp |
| Employer contribution / active EE | $4,158 | $3,387+22.8% | $5,433-23.5% | $2,342+77.5% |
| Participant deferral / active EE | $788 | $3,086-74.4% | $4,939-84.0% | $3,332-76.3% |
| Admin fee / account holder | $3,389 | $5,698-40.5% | $13,880-75.6% | $4,645-27.0% |