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 | $69,671 | $89,753-22.4% | $107,525-35.2% | $84,808-17.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 11.04% | 29.48%-18.4pp | 181.32%-170.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $8,228 | $3,113+164.3% | $3,754+119.2% | $2,631+212.7% |
| Participant deferral / active EE | $509 | $4,056-87.4% | $5,116-90.0% | $4,212-87.9% |
| Admin fee / account holder | $4,700 | $7,222-34.9% | $8,919-47.3% | $7,344-36.0% |