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 | $66,913 | $61,605+8.6% | $112,229-40.4% | $75,163-11.0% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 11.92% | 28.47%-16.5pp | 30.20%-18.3pp | 160.62%-148.7pp |
| Employer contribution / active EE | $591 | $2,015-70.7% | $3,430-82.8% | $2,670-77.9% |
| Participant deferral / active EE | $1,060 | $3,108-65.9% | $4,798-77.9% | $4,125-74.3% |
| Admin fee / account holder | $16,505 | $4,862+239.5% | $7,748+113.0% | $5,651+192.1% |