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 | $63,267 | $98,750-35.9% | $149,696-57.7% | $79,858-20.8% |
| Participation rate | 71.8% | 75.8%-3.9pp | 82.5%-10.6pp | 69.6%+2.2pp |
| Annual return | 11.18% | 27.43%-16.2pp | 276.60%-265.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $1,268 | $3,216-60.6% | $4,644-72.7% | $2,471-48.7% |
| Participant deferral / active EE | $1,437 | $5,680-74.7% | $6,842-79.0% | $3,740-61.6% |
| Admin fee / account holder | $2,798 | $6,053-53.8% | $9,309-69.9% | $5,306-47.3% |