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 | $151,907 | $181,894-16.5% | $156,549-3.0% | $273,961-44.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.83% | 30.74%-28.9pp | 32.23%-30.4pp | 41.45%-39.6pp |
| Employer contribution / active EE | $2,770 | $6,248-55.7% | $5,501-49.6% | $4,869-43.1% |
| Participant deferral / active EE | $422 | $5,550-92.4% | $4,871-91.3% | $5,287-92.0% |
| Admin fee / account holder | $4,410 | $15,559-71.7% | $13,027-66.1% | $10,132-56.5% |