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 | $58,714 | $148,978-60.6% | $200,582-70.7% | $84,808-30.8% |
| Participation rate | 96.3% | 84.2%+12.1pp | 86.9%+9.4pp | 68.3%+28.0pp |
| Annual return | 10.43% | 28.16%-17.7pp | 42.33%-31.9pp | 40.90%-30.5pp |
| Employer contribution / active EE | $2,171 | $4,815-54.9% | $6,419-66.2% | $2,631-17.5% |
| Participant deferral / active EE | $3,100 | $7,142-56.6% | $9,331-66.8% | $4,212-26.4% |
| Admin fee / account holder | $550 | $13,977-96.1% | $16,305-96.6% | $7,344-92.5% |