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 | $74,250 | $95,803-22.5% | $113,168-34.4% | $84,808-12.4% |
| Participation rate | 88.9% | 72.9%+16.0pp | 76.6%+12.3pp | 68.3%+20.6pp |
| Annual return | 6.43% | 25.00%-18.6pp | 24.27%-17.8pp | 40.90%-34.5pp |
| Employer contribution / active EE | $4,320 | $2,360+83.1% | $2,975+45.2% | $2,631+64.2% |
| Participant deferral / active EE | $1,196 | $4,242-71.8% | $5,107-76.6% | $4,212-71.6% |
| Admin fee / account holder | $1,431 | $8,989-84.1% | $12,068-88.1% | $7,344-80.5% |