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 | $37,651 | $60,349-37.6% | $74,183-49.2% | $62,891-40.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -0.70% | 21.37%-22.1pp | 17.74%-18.4pp | 20.14%-20.8pp |
| Employer contribution / active EE | $3,030 | $1,680+80.3% | $2,370+27.8% | $2,281+32.8% |
| Participant deferral / active EE | $692 | $2,856-75.8% | $3,550-80.5% | $3,203-78.4% |
| Admin fee / account holder | $1,540 | $4,261-63.9% | $5,586-72.4% | $4,296-64.2% |