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 | $52,974 | $201,272-73.7% | $184,203-71.2% | $145,922-63.7% |
| Participation rate | 94.1% | 87.5%+6.6pp | 86.8%+7.3pp | 80.3%+13.8pp |
| Annual return | 8.25% | 29.00%-20.8pp | 28.81%-20.6pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,962 | $7,022-72.1% | $6,427-69.5% | $4,660-57.9% |
| Participant deferral / active EE | $1,974 | $9,806-79.9% | $9,131-78.4% | $6,688-70.5% |
| Admin fee / account holder | $1,467 | $16,364-91.0% | $13,901-89.4% | $13,397-89.0% |