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 | $44,459 | $179,726-75.3% | $156,263-71.5% | $142,382-68.8% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.9%+11.1pp | 80.1%+9.9pp |
| Annual return | 8.50% | 77.86%-69.4pp | 59.47%-51.0pp | 217.08%-208.6pp |
| Employer contribution / active EE | $2,125 | $5,069-58.1% | $4,333-51.0% | $4,299-50.6% |
| Participant deferral / active EE | $820 | $6,956-88.2% | $6,158-86.7% | $6,507-87.4% |
| Admin fee / account holder | $9,375 | $17,272-45.7% | $14,255-34.2% | $12,624-25.7% |