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 | $89,982 | $117,983-23.7% | $101,794-11.6% | $142,382-36.8% |
| Participation rate | 89.5% | 74.2%+15.2pp | 69.2%+20.3pp | 80.1%+9.4pp |
| Annual return | 3.66% | 36.92%-33.3pp | 30.53%-26.9pp | 217.08%-213.4pp |
| Employer contribution / active EE | $10,714 | $2,773+286.4% | $2,289+368.1% | $4,299+149.2% |
| Participant deferral / active EE | $0 | $4,714-100.0% | $4,084-100.0% | $6,507-100.0% |
| Admin fee / account holder | $1,205 | $10,433-88.5% | $8,777-86.3% | $12,624-90.5% |