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 | $64,252 | $94,625-32.1% | $116,228-44.7% | $84,808-24.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 10.71% | 20.40%-9.7pp | 90.06%-79.3pp | 40.90%-30.2pp |
| Employer contribution / active EE | $3,571 | $2,347+52.2% | $2,994+19.3% | $2,631+35.7% |
| Participant deferral / active EE | $1,182 | $3,972-70.2% | $4,953-76.1% | $4,212-71.9% |
| Admin fee / account holder | $1,504 | $10,091-85.1% | $11,989-87.5% | $7,344-79.5% |