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 | $103,300 | $80,673+28.0% | $101,326+1.9% | $84,808+21.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 8.65% | 38.95%-30.3pp | 36.82%-28.2pp | 40.90%-32.3pp |
| Employer contribution / active EE | $1,438 | $2,698-46.7% | $3,665-60.8% | $2,631-45.4% |
| Participant deferral / active EE | $2,451 | $6,840-64.2% | $7,994-69.3% | $4,212-41.8% |
| Admin fee / account holder | $20,618 | $12,784+61.3% | $11,185+84.3% | $7,344+180.8% |