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 | $121,639 | $63,764+90.8% | $81,930+48.5% | $79,858+52.3% |
| Participation rate | 93.8% | 67.5%+26.2pp | 72.0%+21.8pp | 69.6%+24.1pp |
| Annual return | 6.01% | 22.66%-16.7pp | 29.49%-23.5pp | 31.71%-25.7pp |
| Employer contribution / active EE | $10,950 | $1,795+509.9% | $4,310+154.1% | $2,471+343.2% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,480 | $4,426-66.6% | $5,158-71.3% | $5,306-72.1% |