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 | $44,315 | $114,381-61.3% | $107,525-58.8% | $142,382-68.9% |
| Participation rate | 81.3% | 78.1%+3.1pp | 75.1%+6.2pp | 80.1%+1.1pp |
| Annual return | 6.94% | 242.71%-235.8pp | 181.32%-174.4pp | 217.08%-210.1pp |
| Employer contribution / active EE | $1,912 | $4,015-52.4% | $3,754-49.1% | $4,299-55.5% |
| Participant deferral / active EE | $1,143 | $5,564-79.5% | $5,116-77.7% | $6,507-82.4% |
| Admin fee / account holder | $2,995 | $9,860-69.6% | $8,919-66.4% | $12,624-76.3% |