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 | $99,525 | $77,503+28.4% | $100,391-0.9% | $80,856+23.1% |
| Participation rate | 70.0% | 76.9%-6.9pp | 81.5%-11.5pp | 67.6%+2.4pp |
| Annual return | 8.46% | 37.20%-28.7pp | 49.20%-40.7pp | 35.59%-27.1pp |
| Employer contribution / active EE | $1,215 | $2,801-56.6% | $3,942-69.2% | $2,755-55.9% |
| Participant deferral / active EE | $2,740 | $6,820-59.8% | $8,082-66.1% | $4,296-36.2% |
| Admin fee / account holder | $1,978 | $5,897-66.5% | $7,899-75.0% | $6,918-71.4% |