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 | $105,969 | $153,772-31.1% | $133,980-20.9% | $273,961-61.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.05% | 36.51%-33.5pp | 29.30%-26.2pp | 41.45%-38.4pp |
| Employer contribution / active EE | $4,877 | $6,029-19.1% | $5,211-6.4% | $4,869+0.2% |
| Participant deferral / active EE | $416 | $6,958-94.0% | $6,282-93.4% | $5,287-92.1% |
| Admin fee / account holder | $4,631 | $11,765-60.6% | $9,324-50.3% | $10,132-54.3% |