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 | $78,559 | $83,477-5.9% | $125,175-37.2% | $72,985+7.6% |
| Participation rate | 97.6% | 73.3%+24.3pp | 79.8%+17.8pp | 69.5%+28.1pp |
| Annual return | 7.86% | 25.78%-17.9pp | 43.79%-35.9pp | 81.00%-73.1pp |
| Employer contribution / active EE | $2,619 | $2,345+11.7% | $3,865-32.2% | $2,440+7.3% |
| Participant deferral / active EE | $641 | $3,585-82.1% | $4,937-87.0% | $3,607-82.2% |
| Admin fee / account holder | $1,627 | $5,517-70.5% | $9,702-83.2% | $5,124-68.2% |