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 | $66,525 | $78,422-15.2% | $95,952-30.7% | $79,858-16.7% |
| Participation rate | 71.4% | 73.5%-2.1pp | 77.1%-5.6pp | 69.6%+1.8pp |
| Annual return | 4.89% | 19.37%-14.5pp | 91.61%-86.7pp | 31.71%-26.8pp |
| Employer contribution / active EE | $795 | $1,945-59.1% | $2,541-68.7% | $2,471-67.8% |
| Participant deferral / active EE | $1,508 | $3,440-56.2% | $4,167-63.8% | $3,740-59.7% |
| Admin fee / account holder | $5,963 | $5,622+6.1% | $6,795-12.2% | $5,306+12.4% |