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 | $75,725 | $88,707-14.6% | $74,183+2.1% | $273,961-72.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.05% | 11.94%-10.9pp | 17.74%-16.7pp | 41.45%-40.4pp |
| Employer contribution / active EE | $1,453 | $3,159-54.0% | $2,370-38.7% | $4,869-70.2% |
| Participant deferral / active EE | $682 | $4,212-83.8% | $3,550-80.8% | $5,287-87.1% |
| Admin fee / account holder | $17,696 | $8,717+103.0% | $5,586+216.8% | $10,132+74.7% |