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 | $161,688 | $91,552+76.6% | $133,956+20.7% | $79,858+102.5% |
| Participation rate | 96.8% | 73.3%+23.4pp | 79.8%+16.9pp | 69.6%+27.1pp |
| Annual return | 5.88% | 61.85%-56.0pp | 45.09%-39.2pp | 31.71%-25.8pp |
| Employer contribution / active EE | $1,743 | $2,384-26.9% | $3,919-55.5% | $2,471-29.5% |
| Participant deferral / active EE | $692 | $3,733-81.5% | $5,048-86.3% | $3,740-81.5% |
| Admin fee / account holder | $6,873 | $6,321+8.7% | $8,927-23.0% | $5,306+29.5% |