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 | $73,447 | $127,065-42.2% | $113,168-35.1% | $142,382-48.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 3.38% | 24.03%-20.6pp | 24.27%-20.9pp | 217.08%-213.7pp |
| Employer contribution / active EE | $2,308 | $3,442-33.0% | $2,975-22.4% | $4,299-46.3% |
| Participant deferral / active EE | $876 | $5,716-84.7% | $5,107-82.9% | $6,507-86.5% |
| Admin fee / account holder | $11,710 | $15,736-25.6% | $12,068-3.0% | $12,624-7.2% |