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 | $111,833 | $109,359+2.3% | $162,163-31.0% | $72,985+53.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 9.76% | 25.46%-15.7pp | 115.59%-105.8pp | 81.00%-71.2pp |
| Employer contribution / active EE | $1,850 | $3,907-52.6% | $5,614-67.0% | $2,440-24.2% |
| Participant deferral / active EE | $1,512 | $5,481-72.4% | $7,298-79.3% | $3,607-58.1% |
| Admin fee / account holder | $1,021 | $7,972-87.2% | $10,843-90.6% | $5,124-80.1% |