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 | $59,119 | $93,571-36.8% | $135,903-56.5% | $75,163-21.3% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.2pp | 67.2%+29.9pp |
| Annual return | 12.75% | 30.90%-18.1pp | 68.23%-55.5pp | 160.62%-147.9pp |
| Employer contribution / active EE | $3,712 | $3,537+4.9% | $4,856-23.6% | $2,670+39.0% |
| Participant deferral / active EE | $2,457 | $6,404-61.6% | $7,758-68.3% | $4,125-40.4% |
| Admin fee / account holder | $2,470 | $6,975-64.6% | $10,762-77.1% | $5,651-56.3% |