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 | $57,381 | $148,978-61.5% | $200,582-71.4% | $84,808-32.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 11.15% | 28.16%-17.0pp | 42.33%-31.2pp | 40.90%-29.7pp |
| Employer contribution / active EE | $2,525 | $4,815-47.6% | $6,419-60.7% | $2,631-4.0% |
| Participant deferral / active EE | $2,687 | $7,142-62.4% | $9,331-71.2% | $4,212-36.2% |
| Admin fee / account holder | $11,810 | $13,977-15.5% | $16,305-27.6% | $7,344+60.8% |