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 | $56,072 | $72,277-22.4% | $101,248-44.6% | $79,858-29.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 5.84% | 22.30%-16.5pp | 46.47%-40.6pp | 31.71%-25.9pp |
| Employer contribution / active EE | $5,348 | $2,692+98.7% | $3,660+46.2% | $2,471+116.5% |
| Participant deferral / active EE | $1,336 | $3,282-59.3% | $4,370-69.4% | $3,740-64.3% |
| Admin fee / account holder | $8,699 | $4,400+97.7% | $5,945+46.3% | $5,306+63.9% |