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 | $49,563 | $76,367-35.1% | $93,606-47.1% | $72,985-32.1% |
| Participation rate | 96.2% | 71.7%+24.4pp | 75.8%+20.3pp | 69.5%+26.7pp |
| Annual return | 15.98% | 25.82%-9.8pp | 32.76%-16.8pp | 81.00%-65.0pp |
| Employer contribution / active EE | $432 | $2,275-81.0% | $2,718-84.1% | $2,440-82.3% |
| Participant deferral / active EE | $684 | $3,538-80.7% | $4,069-83.2% | $3,607-81.0% |
| Admin fee / account holder | $7,966 | $6,838+16.5% | $7,888+1.0% | $5,124+55.5% |