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 | $47,919 | $98,750-51.5% | $149,696-68.0% | $79,858-40.0% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.5%+3.7pp | 69.6%+16.6pp |
| Annual return | 7.75% | 27.43%-19.7pp | 276.60%-268.8pp | 31.71%-24.0pp |
| Employer contribution / active EE | $636 | $3,216-80.2% | $4,644-86.3% | $2,471-74.3% |
| Participant deferral / active EE | $1,893 | $5,680-66.7% | $6,842-72.3% | $3,740-49.4% |
| Admin fee / account holder | $1,056 | $6,053-82.5% | $9,309-88.7% | $5,306-80.1% |