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 | $58,748 | $98,750-40.5% | $149,696-60.8% | $79,858-26.4% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.6%+26.4pp |
| Annual return | 5.33% | 27.43%-22.1pp | 276.60%-271.3pp | 31.71%-26.4pp |
| Employer contribution / active EE | $1,803 | $3,216-43.9% | $4,644-61.2% | $2,471-27.0% |
| Participant deferral / active EE | $2,246 | $5,680-60.5% | $6,842-67.2% | $3,740-40.0% |
| Admin fee / account holder | $2,913 | $6,053-51.9% | $9,309-68.7% | $5,306-45.1% |