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 | $28,483 | $48,046-40.7% | $84,611-66.3% | $72,985-61.0% |
| Participation rate | 76.8% | 57.6%+19.2pp | 68.2%+8.6pp | 69.5%+7.3pp |
| Annual return | 2.51% | 37.38%-34.9pp | 258.74%-256.2pp | 81.00%-78.5pp |
| Employer contribution / active EE | $2,011 | $1,602+25.6% | $2,652-24.2% | $2,440-17.6% |
| Participant deferral / active EE | $626 | $2,680-76.7% | $3,899-84.0% | $3,607-82.7% |
| Admin fee / account holder | $2,779 | $3,395-18.1% | $4,912-43.4% | $5,124-45.8% |