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 | $57,882 | $87,841-34.1% | $133,980-56.8% | $62,891-8.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 4.55% | 12.05%-7.5pp | 29.30%-24.8pp | 20.14%-15.6pp |
| Employer contribution / active EE | $2,494 | $3,483-28.4% | $5,211-52.1% | $2,281+9.3% |
| Participant deferral / active EE | $1,675 | $4,812-65.2% | $6,282-73.3% | $3,203-47.7% |
| Admin fee / account holder | $4,939 | $5,371-8.0% | $9,324-47.0% | $4,296+15.0% |