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 | $52,310 | $69,362-24.6% | $101,248-48.3% | $73,488-28.8% |
| Participation rate | 95.1% | 68.4%+26.8pp | 75.8%+19.3pp | 70.7%+24.5pp |
| Annual return | 10.51% | 18.46%-8.0pp | 46.47%-36.0pp | 28.51%-18.0pp |
| Employer contribution / active EE | $7,757 | $2,628+195.1% | $3,660+112.0% | $2,270+241.7% |
| Participant deferral / active EE | $1,051 | $3,300-68.2% | $4,370-76.0% | $3,740-71.9% |
| Admin fee / account holder | $3,488 | $704+395.7% | $5,945-41.3% | $513+579.8% |