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 | $62,014 | $89,753-30.9% | $107,525-42.3% | $84,808-26.9% |
| Participation rate | 70.5% | 68.1%+2.4pp | 75.1%-4.6pp | 68.3%+2.1pp |
| Annual return | 11.11% | 29.48%-18.4pp | 181.32%-170.2pp | 40.90%-29.8pp |
| Employer contribution / active EE | $2,999 | $3,113-3.7% | $3,754-20.1% | $2,631+14.0% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,143 | $7,222-84.2% | $8,919-87.2% | $7,344-84.4% |