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 | $102,322 | $54,541+87.6% | $78,778+29.9% | $70,131+45.9% |
| Participation rate | 92.5% | 60.8%+31.7pp | 69.2%+23.3pp | 69.5%+22.9pp |
| Annual return | 6.36% | 21.07%-14.7pp | 35.62%-29.3pp | 73.14%-66.8pp |
| Employer contribution / active EE | $1,444 | $1,089+32.6% | $1,986-27.3% | $2,342-38.4% |
| Participant deferral / active EE | $897 | $2,210-59.4% | $2,958-69.7% | $3,332-73.1% |
| Admin fee / account holder | $4,632 | $3,709+24.9% | $5,134-9.8% | $4,645-0.3% |