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 | $40,446 | $95,803-57.8% | $113,168-64.3% | $84,808-52.3% |
| Participation rate | 82.2% | 72.9%+9.3pp | 76.6%+5.6pp | 68.3%+13.9pp |
| Annual return | 11.75% | 25.00%-13.3pp | 24.27%-12.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,033 | $2,360-56.2% | $2,975-65.3% | $2,631-60.7% |
| Participant deferral / active EE | $1,783 | $4,242-58.0% | $5,107-65.1% | $4,212-57.7% |
| Admin fee / account holder | $1,594 | $8,989-82.3% | $12,068-86.8% | $7,344-78.3% |