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 | $40,719 | $51,175-20.4% | $70,515-42.3% | $75,163-45.8% |
| Participation rate | 97.5% | 60.9%+36.6pp | 68.3%+29.2pp | 67.2%+30.3pp |
| Annual return | 1.90% | 30.02%-28.1pp | 32.77%-30.9pp | 160.62%-158.7pp |
| Employer contribution / active EE | $3,150 | $1,826+72.5% | $2,973+5.9% | $2,670+18.0% |
| Participant deferral / active EE | $0 | $2,849-100.0% | $4,567-100.0% | $4,125-100.0% |
| Admin fee / account holder | $984 | $4,091-75.9% | $6,412-84.6% | $5,651-82.6% |