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 | $82,291 | $89,753-8.3% | $107,525-23.5% | $84,808-3.0% |
| Participation rate | 81.3% | 68.1%+13.2pp | 75.1%+6.2pp | 68.3%+12.9pp |
| Annual return | 7.58% | 29.48%-21.9pp | 181.32%-173.7pp | 40.90%-33.3pp |
| Employer contribution / active EE | $17,881 | $3,113+474.3% | $3,754+376.4% | $2,631+579.6% |
| Participant deferral / active EE | $897 | $4,056-77.9% | $5,116-82.5% | $4,212-78.7% |
| Admin fee / account holder | $11,564 | $7,222+60.1% | $8,919+29.7% | $7,344+57.5% |