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 | $59,328 | $81,460-27.2% | $103,333-42.6% | $80,856-26.6% |
| Participation rate | 98.5% | 66.8%+31.6pp | 74.5%+24.0pp | 67.6%+30.8pp |
| Annual return | 9.15% | 25.55%-16.4pp | 24.88%-15.7pp | 35.59%-26.4pp |
| Employer contribution / active EE | $8,064 | $3,105+159.7% | $3,868+108.5% | $2,755+192.7% |
| Participant deferral / active EE | $441 | $3,869-88.6% | $5,057-91.3% | $4,296-89.7% |
| Admin fee / account holder | $3,466 | $6,566-47.2% | $8,355-58.5% | $6,918-49.9% |