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 | $61,480 | $123,793-50.3% | $177,821-65.4% | $79,858-23.0% |
| Participation rate | 70.0% | 84.7%-14.7pp | 87.7%-17.7pp | 69.6%+0.4pp |
| Annual return | 2.17% | 22.82%-20.6pp | 48.32%-46.1pp | 31.71%-29.5pp |
| Employer contribution / active EE | $2,959 | $4,095-27.7% | $5,918-50.0% | $2,471+19.8% |
| Participant deferral / active EE | $2,766 | $5,956-53.6% | $7,714-64.1% | $3,740-26.0% |
| Admin fee / account holder | $6,631 | $7,243-8.4% | $12,427-46.6% | $5,306+25.0% |