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 | $48,418 | $124,281-61.0% | $109,143-55.6% | $167,490-71.1% |
| Participation rate | 92.9% | 79.4%+13.4pp | 75.9%+17.0pp | 82.1%+10.8pp |
| Annual return | 9.58% | 26.04%-16.5pp | 25.75%-16.2pp | 478.56%-469.0pp |
| Employer contribution / active EE | $8,592 | $4,207+104.2% | $3,722+130.8% | $4,837+77.6% |
| Participant deferral / active EE | $260 | $5,255-95.1% | $4,653-94.4% | $6,341-95.9% |
| Admin fee / account holder | $3,592 | $7,970-54.9% | $6,752-46.8% | $12,309-70.8% |