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 | $45,165 | $98,750-54.3% | $149,696-69.8% | $79,858-43.4% |
| Participation rate | 88.2% | 75.8%+12.5pp | 82.5%+5.8pp | 69.6%+18.6pp |
| Annual return | 7.90% | 27.43%-19.5pp | 276.60%-268.7pp | 31.71%-23.8pp |
| Employer contribution / active EE | $1,125 | $3,216-65.0% | $4,644-75.8% | $2,471-54.5% |
| Participant deferral / active EE | $2,072 | $5,680-63.5% | $6,842-69.7% | $3,740-44.6% |
| Admin fee / account holder | $4,502 | $6,053-25.6% | $9,309-51.6% | $5,306-15.2% |