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 | $55,089 | $80,717-31.8% | $154,803-64.4% | $84,808-35.0% |
| Participation rate | 85.3% | 66.8%+18.5pp | 78.1%+7.2pp | 68.3%+17.0pp |
| Annual return | 11.28% | 37.96%-26.7pp | 58.88%-47.6pp | 40.90%-29.6pp |
| Employer contribution / active EE | $2,730 | $2,761-1.2% | $4,305-36.6% | $2,631+3.7% |
| Participant deferral / active EE | $294 | $3,303-91.1% | $5,540-94.7% | $4,212-93.0% |
| Admin fee / account holder | $2,181 | $6,746-67.7% | $14,329-84.8% | $7,344-70.3% |