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 | $55,635 | $79,944-30.4% | $98,439-43.5% | $75,163-26.0% |
| Participation rate | 82.9% | 70.4%+12.6pp | 75.2%+7.8pp | 67.2%+15.7pp |
| Annual return | 6.07% | 19.75%-13.7pp | 21.16%-15.1pp | 160.62%-154.5pp |
| Employer contribution / active EE | $1,894 | $2,264-16.3% | $3,048-37.9% | $2,670-29.1% |
| Participant deferral / active EE | $1,173 | $3,752-68.7% | $4,738-75.2% | $4,125-71.6% |
| Admin fee / account holder | $4,510 | $6,840-34.1% | $8,948-49.6% | $5,651-20.2% |