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 | $37,391 | $66,402-43.7% | $109,895-66.0% | $85,850-56.4% |
| Participation rate | 95.2% | 63.9%+31.4pp | 74.2%+21.0pp | 69.3%+25.9pp |
| Annual return | 10.66% | 19.59%-8.9pp | 29.45%-18.8pp | 318.53%-307.9pp |
| Employer contribution / active EE | $5,466 | $1,687+224.0% | $2,842+92.3% | $2,565+113.1% |
| Participant deferral / active EE | $41 | $2,842-98.5% | $4,048-99.0% | $3,952-99.0% |
| Admin fee / account holder | $60,230 | $4,557+1221.6% | $6,066+893.0% | $6,260+862.2% |