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 | $98,607 | $80,968+21.8% | $96,544+2.1% | $75,163+31.2% |
| Participation rate | 87.2% | 71.8%+15.4pp | 76.0%+11.2pp | 67.2%+20.0pp |
| Annual return | 4.95% | 27.06%-22.1pp | 25.84%-20.9pp | 160.62%-155.7pp |
| Employer contribution / active EE | $5,769 | $2,282+152.8% | $2,965+94.6% | $2,670+116.1% |
| Participant deferral / active EE | $696 | $3,928-82.3% | $4,851-85.7% | $4,125-83.1% |
| Admin fee / account holder | $4,472 | $6,724-33.5% | $8,252-45.8% | $5,651-20.9% |