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 | $41,023 | $78,672-47.9% | $109,143-62.4% | $85,850-52.2% |
| Participation rate | 71.4% | 68.3%+3.2pp | 75.9%-4.4pp | 69.3%+2.1pp |
| Annual return | 10.11% | 25.09%-15.0pp | 25.75%-15.6pp | 318.53%-308.4pp |
| Employer contribution / active EE | $1,150 | $2,735-58.0% | $3,722-69.1% | $2,565-55.2% |
| Participant deferral / active EE | $845 | $3,467-75.6% | $4,653-81.8% | $3,952-78.6% |
| Admin fee / account holder | $2,240 | $5,469-59.0% | $6,752-66.8% | $6,260-64.2% |