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 | $89,419 | $88,042+1.6% | $138,135-35.3% | $79,858+12.0% |
| Participation rate | 93.8% | 71.4%+22.3pp | 78.7%+15.0pp | 69.6%+24.1pp |
| Annual return | 1.27% | 20.58%-19.3pp | 20.51%-19.2pp | 31.71%-30.4pp |
| Employer contribution / active EE | $3,745 | $3,103+20.7% | $5,587-33.0% | $2,471+51.5% |
| Participant deferral / active EE | $0 | $4,704-100.0% | $6,431-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,264 | $7,791-58.1% | $11,856-72.5% | $5,306-38.5% |