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 | $51,112 | $52,580-2.8% | $71,671-28.7% | $70,131-27.1% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 11.31% | 20.25%-8.9pp | 20.65%-9.3pp | 73.14%-61.8pp |
| Employer contribution / active EE | $2,381 | $1,616+47.4% | $2,460-3.2% | $2,342+1.6% |
| Participant deferral / active EE | $326 | $2,386-86.3% | $3,438-90.5% | $3,332-90.2% |
| Admin fee / account holder | $1,200 | $3,653-67.2% | $5,558-78.4% | $4,645-74.2% |