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 | $110,572 | $72,277+53.0% | $101,248+9.2% | $79,858+38.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 6.14% | 22.30%-16.2pp | 46.47%-40.3pp | 31.71%-25.6pp |
| Employer contribution / active EE | $806 | $2,692-70.0% | $3,660-78.0% | $2,471-67.4% |
| Participant deferral / active EE | $1,148 | $3,282-65.0% | $4,370-73.7% | $3,740-69.3% |
| Admin fee / account holder | $6,224 | $4,400+41.4% | $5,945+4.7% | $5,306+17.3% |