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 | $103,668 | $180,028-42.4% | $138,135-25.0% | $158,922-34.8% |
| Participation rate | 94.4% | 82.2%+12.2pp | 78.7%+15.7pp | 82.0%+12.5pp |
| Annual return | 2.69% | 21.68%-19.0pp | 20.51%-17.8pp | 302.83%-300.1pp |
| Employer contribution / active EE | $3,160 | $7,470-57.7% | $5,587-43.4% | $4,761-33.6% |
| Participant deferral / active EE | $886 | $7,717-88.5% | $6,431-86.2% | $5,982-85.2% |
| Admin fee / account holder | $6,103 | $17,912-65.9% | $11,856-48.5% | $11,246-45.7% |