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 | $66,935 | $109,413-38.8% | $156,263-57.2% | $84,808-21.1% |
| Participation rate | 87.9% | 72.7%+15.2pp | 78.9%+9.0pp | 68.3%+19.6pp |
| Annual return | 9.21% | 20.18%-11.0pp | 59.47%-50.3pp | 40.90%-31.7pp |
| Employer contribution / active EE | $1,451 | $2,907-50.1% | $4,333-66.5% | $2,631-44.8% |
| Participant deferral / active EE | $1,680 | $4,590-63.4% | $6,158-72.7% | $4,212-60.1% |
| Admin fee / account holder | $25,364 | $9,357+171.1% | $14,255+77.9% | $7,344+245.4% |