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 | $48,133 | $106,584-54.8% | $101,326-52.5% | $142,382-66.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 12.55% | 36.93%-24.4pp | 36.82%-24.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,148 | $3,956-71.0% | $3,665-68.7% | $4,299-73.3% |
| Participant deferral / active EE | $2,015 | $8,297-75.7% | $7,994-74.8% | $6,507-69.0% |
| Admin fee / account holder | $40,973 | $11,446+258.0% | $11,185+266.3% | $12,624+224.6% |