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 | $22,539 | $159,602-85.9% | $150,045-85.0% | $142,382-84.2% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 9.97% | 70.24%-60.3pp | 62.55%-52.6pp | 217.08%-207.1pp |
| Employer contribution / active EE | $981 | $4,961-80.2% | $4,693-79.1% | $4,299-77.2% |
| Participant deferral / active EE | $2,370 | $8,310-71.5% | $7,997-70.4% | $6,507-63.6% |
| Admin fee / account holder | $13,772 | $14,846-7.2% | $13,435+2.5% | $12,624+9.1% |