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 | $60,215 | $175,202-65.6% | $149,673-59.8% | $139,434-56.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.15% | 166.71%-156.6pp | 134.42%-124.3pp | 372.94%-362.8pp |
| Employer contribution / active EE | $1,658 | $5,474-69.7% | $4,818-65.6% | $4,751-65.1% |
| Participant deferral / active EE | $1,871 | $6,519-71.3% | $5,680-67.1% | $6,710-72.1% |
| Admin fee / account holder | $1,477 | $16,150-90.9% | $13,210-88.8% | $11,403-87.1% |