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 | $197,211 | $99,985+97.2% | $146,665+34.5% | $85,850+129.7% |
| Participation rate | 93.8% | 73.1%+20.7pp | 80.1%+13.7pp | 69.3%+24.4pp |
| Annual return | 4.95% | 18.93%-14.0pp | 22.74%-17.8pp | 318.53%-313.6pp |
| Employer contribution / active EE | $3,422 | $2,559+33.7% | $4,136-17.3% | $2,565+33.4% |
| Participant deferral / active EE | $35 | $4,006-99.1% | $5,506-99.4% | $3,952-99.1% |
| Admin fee / account holder | $3,673 | $7,702-52.3% | $10,280-64.3% | $6,260-41.3% |