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 | $47,577 | $93,571-49.2% | $135,903-65.0% | $75,163-36.7% |
| Participation rate | 90.0% | 75.2%+14.8pp | 81.9%+8.1pp | 67.2%+22.8pp |
| Annual return | 8.53% | 30.90%-22.4pp | 68.23%-59.7pp | 160.62%-152.1pp |
| Employer contribution / active EE | $1,395 | $3,537-60.6% | $4,856-71.3% | $2,670-47.8% |
| Participant deferral / active EE | $2,028 | $6,404-68.3% | $7,758-73.9% | $4,125-50.8% |
| Admin fee / account holder | $51,324 | $6,975+635.8% | $10,762+376.9% | $5,651+808.2% |