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 | $50,175 | $100,326-50.0% | $180,183-72.2% | $84,808-40.8% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 10.74% | 17.86%-7.1pp | 27.86%-17.1pp | 40.90%-30.2pp |
| Employer contribution / active EE | $1,642 | $3,269-49.8% | $5,039-67.4% | $2,631-37.6% |
| Participant deferral / active EE | $1,270 | $5,066-74.9% | $6,822-81.4% | $4,212-69.9% |
| Admin fee / account holder | $8,675 | $9,674-10.3% | $19,975-56.6% | $7,344+18.1% |