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 | $95,309 | $59,101+61.3% | $77,163+23.5% | $75,163+26.8% |
| Participation rate | 96.4% | 63.9%+32.6pp | 69.6%+26.9pp | 67.2%+29.2pp |
| Annual return | 12.71% | 26.71%-14.0pp | 37.87%-25.2pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,289 | $1,995-35.4% | $2,535-49.2% | $2,670-51.7% |
| Participant deferral / active EE | $174 | $2,999-94.2% | $3,833-95.5% | $4,125-95.8% |
| Admin fee / account holder | $4,343 | $4,774-9.0% | $5,472-20.6% | $5,651-23.2% |