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 | $41,231 | $125,758-67.2% | $169,993-75.7% | $75,163-45.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 7.84% | 27.20%-19.4pp | 53.37%-45.5pp | 160.62%-152.8pp |
| Employer contribution / active EE | $5,119 | $4,615+10.9% | $6,785-24.6% | $2,670+91.8% |
| Participant deferral / active EE | $1,731 | $6,837-74.7% | $10,408-83.4% | $4,125-58.0% |
| Admin fee / account holder | $3,064 | $8,173-62.5% | $12,815-76.1% | $5,651-45.8% |