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 | $61,279 | $109,413-44.0% | $156,263-60.8% | $84,808-27.7% |
| Participation rate | 98.7% | 72.7%+26.0pp | 78.9%+19.8pp | 68.3%+30.4pp |
| Annual return | 7.75% | 20.18%-12.4pp | 59.47%-51.7pp | 40.90%-33.2pp |
| Employer contribution / active EE | $3,138 | $2,907+8.0% | $4,333-27.6% | $2,631+19.3% |
| Participant deferral / active EE | $1,862 | $4,590-59.4% | $6,158-69.8% | $4,212-55.8% |
| Admin fee / account holder | $1,901 | $9,357-79.7% | $14,255-86.7% | $7,344-74.1% |