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 | $55,196 | $123,793-55.4% | $177,821-69.0% | $79,858-30.9% |
| Participation rate | 94.4% | 84.7%+9.8pp | 87.7%+6.7pp | 69.6%+24.8pp |
| Annual return | 7.87% | 22.82%-15.0pp | 48.32%-40.5pp | 31.71%-23.8pp |
| Employer contribution / active EE | $1,440 | $4,095-64.8% | $5,918-75.7% | $2,471-41.7% |
| Participant deferral / active EE | $1,061 | $5,956-82.2% | $7,714-86.2% | $3,740-71.6% |
| Admin fee / account holder | $4,512 | $7,243-37.7% | $12,427-63.7% | $5,306-15.0% |