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 | $71,299 | $109,359-34.8% | $162,163-56.0% | $72,985-2.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 6.88% | 25.46%-18.6pp | 115.59%-108.7pp | 81.00%-74.1pp |
| Employer contribution / active EE | $2,605 | $3,907-33.3% | $5,614-53.6% | $2,440+6.7% |
| Participant deferral / active EE | $269 | $5,481-95.1% | $7,298-96.3% | $3,607-92.5% |
| Admin fee / account holder | $1,185 | $7,972-85.1% | $10,843-89.1% | $5,124-76.9% |