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 | $61,534 | $89,753-31.4% | $107,525-42.8% | $84,808-27.4% |
| Participation rate | 97.2% | 68.1%+29.2pp | 75.1%+22.1pp | 68.3%+28.9pp |
| Annual return | 7.05% | 29.48%-22.4pp | 181.32%-174.3pp | 40.90%-33.8pp |
| Employer contribution / active EE | $1,702 | $3,113-45.3% | $3,754-54.6% | $2,631-35.3% |
| Participant deferral / active EE | $698 | $4,056-82.8% | $5,116-86.4% | $4,212-83.4% |
| Admin fee / account holder | $1,008 | $7,222-86.0% | $8,919-88.7% | $7,344-86.3% |