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 | $51,378 | $127,065-59.6% | $113,168-54.6% | $142,382-63.9% |
| Participation rate | 88.2% | 79.2%+9.0pp | 76.6%+11.7pp | 80.1%+8.1pp |
| Annual return | 8.95% | 24.03%-15.1pp | 24.27%-15.3pp | 217.08%-208.1pp |
| Employer contribution / active EE | $3,314 | $3,442-3.7% | $2,975+11.4% | $4,299-22.9% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,107-100.0% | $6,507-100.0% |
| Admin fee / account holder | $126,126 | $15,736+701.5% | $12,068+945.2% | $12,624+899.1% |