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 | $69,008 | $123,793-44.3% | $177,821-61.2% | $79,858-13.6% |
| Participation rate | 82.1% | 84.7%-2.5pp | 87.7%-5.6pp | 69.6%+12.5pp |
| Annual return | 10.01% | 22.82%-12.8pp | 48.32%-38.3pp | 31.71%-21.7pp |
| Employer contribution / active EE | $1,618 | $4,095-60.5% | $5,918-72.7% | $2,471-34.5% |
| Participant deferral / active EE | $2,273 | $5,956-61.8% | $7,714-70.5% | $3,740-39.2% |
| Admin fee / account holder | $326 | $7,243-95.5% | $12,427-97.4% | $5,306-93.9% |