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 | $39,548 | $89,355-55.7% | $141,162-72.0% | $72,985-45.8% |
| Participation rate | 93.1% | 75.1%+18.0pp | 82.5%+10.6pp | 69.5%+23.6pp |
| Annual return | 13.29% | 111.85%-98.6pp | 71.39%-58.1pp | 81.00%-67.7pp |
| Employer contribution / active EE | $760 | $3,114-75.6% | $4,735-84.0% | $2,440-68.9% |
| Participant deferral / active EE | $1,710 | $5,418-68.4% | $6,709-74.5% | $3,607-52.6% |
| Admin fee / account holder | $7,068 | $5,958+18.6% | $10,261-31.1% | $5,124+37.9% |