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 | $31,792 | $61,774-48.5% | $97,226-67.3% | $80,856-60.7% |
| Participation rate | 96.8% | 63.5%+33.3pp | 72.7%+24.1pp | 67.6%+29.1pp |
| Annual return | 5.26% | -557.90%+563.2pp | 75.13%-69.9pp | 35.59%-30.3pp |
| Employer contribution / active EE | $1,935 | $1,837+5.4% | $2,729-29.1% | $2,755-29.7% |
| Participant deferral / active EE | $0 | $3,029-100.0% | $4,264-100.0% | $4,296-100.0% |
| Admin fee / account holder | $5,630 | $5,166+9.0% | $5,654-0.4% | $6,918-18.6% |