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 | $47,870 | $95,803-50.0% | $113,168-57.7% | $84,808-43.6% |
| Participation rate | 76.5% | 72.9%+3.6pp | 76.6%-0.1pp | 68.3%+8.2pp |
| Annual return | 8.16% | 25.00%-16.8pp | 24.27%-16.1pp | 40.90%-32.7pp |
| Employer contribution / active EE | $1,463 | $2,360-38.0% | $2,975-50.8% | $2,631-44.4% |
| Participant deferral / active EE | $1,463 | $4,242-65.5% | $5,107-71.3% | $4,212-65.3% |
| Admin fee / account holder | $328 | $8,989-96.3% | $12,068-97.3% | $7,344-95.5% |