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 | $52,689 | $80,673-34.7% | $101,326-48.0% | $84,808-37.9% |
| Participation rate | 88.1% | 77.8%+10.3pp | 81.5%+6.6pp | 68.3%+19.8pp |
| Annual return | 7.39% | 38.95%-31.6pp | 36.82%-29.4pp | 40.90%-33.5pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,786 | $6,840-59.3% | $7,994-65.1% | $4,212-33.8% |
| Admin fee / account holder | $15,481 | $12,784+21.1% | $11,185+38.4% | $7,344+110.8% |