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 | $72,782 | $101,724-28.5% | $164,813-55.8% | $80,856-10.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 9.27% | 16.72%-7.4pp | 69.93%-60.7pp | 35.59%-26.3pp |
| Employer contribution / active EE | $2,345 | $2,953-20.6% | $4,341-46.0% | $2,755-14.9% |
| Participant deferral / active EE | $1,374 | $4,477-69.3% | $6,031-77.2% | $4,296-68.0% |
| Admin fee / account holder | $2,641 | $8,227-67.9% | $12,690-79.2% | $6,918-61.8% |