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 | $113,929 | $138,347-17.6% | $184,203-38.2% | $80,856+40.9% |
| Participation rate | 95.7% | 83.9%+11.8pp | 86.8%+8.8pp | 67.6%+28.0pp |
| Annual return | 9.90% | 20.02%-10.1pp | 28.81%-18.9pp | 35.59%-25.7pp |
| Employer contribution / active EE | $2,348 | $4,850-51.6% | $6,427-63.5% | $2,755-14.8% |
| Participant deferral / active EE | $3,097 | $7,071-56.2% | $9,131-66.1% | $4,296-27.9% |
| Admin fee / account holder | $4,268 | $10,483-59.3% | $13,901-69.3% | $6,918-38.3% |