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 | $62,944 | $138,347-54.5% | $184,203-65.8% | $80,856-22.2% |
| Participation rate | 85.7% | 83.9%+1.8pp | 86.8%-1.1pp | 67.6%+18.1pp |
| Annual return | 10.18% | 20.02%-9.8pp | 28.81%-18.6pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,795 | $4,850-63.0% | $6,427-72.1% | $2,755-34.8% |
| Participant deferral / active EE | $3,021 | $7,071-57.3% | $9,131-66.9% | $4,296-29.7% |
| Admin fee / account holder | $1,088 | $10,483-89.6% | $13,901-92.2% | $6,918-84.3% |