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 | $132,703 | $80,968+63.9% | $96,544+37.5% | $75,163+76.6% |
| Participation rate | 98.0% | 71.8%+26.3pp | 76.0%+22.1pp | 67.2%+30.8pp |
| Annual return | 4.95% | 27.06%-22.1pp | 25.84%-20.9pp | 160.62%-155.7pp |
| Employer contribution / active EE | $7,704 | $2,282+237.6% | $2,965+159.8% | $2,670+188.6% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $12,774 | $6,724+90.0% | $8,252+54.8% | $5,651+126.1% |