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 | $49,612 | $138,347-64.1% | $184,203-73.1% | $80,856-38.6% |
| Participation rate | 96.2% | 83.9%+12.3pp | 86.8%+9.3pp | 67.6%+28.5pp |
| Annual return | 7.74% | 20.02%-12.3pp | 28.81%-21.1pp | 35.59%-27.8pp |
| Employer contribution / active EE | $5,000 | $4,850+3.1% | $6,427-22.2% | $2,755+81.5% |
| Participant deferral / active EE | $2,205 | $7,071-68.8% | $9,131-75.9% | $4,296-48.7% |
| Admin fee / account holder | $378 | $10,483-96.4% | $13,901-97.3% | $6,918-94.5% |