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 | $104,638 | $81,460+28.5% | $103,333+1.3% | $80,856+29.4% |
| Participation rate | 94.7% | 66.8%+27.9pp | 74.5%+20.2pp | 67.6%+27.1pp |
| Annual return | 8.05% | 25.55%-17.5pp | 24.88%-16.8pp | 35.59%-27.5pp |
| Employer contribution / active EE | $6,855 | $3,105+120.8% | $3,868+77.2% | $2,755+148.8% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $10,208 | $6,566+55.5% | $8,355+22.2% | $6,918+47.6% |