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 | $53,146 | $89,753-40.8% | $107,525-50.6% | $84,808-37.3% |
| Participation rate | 81.5% | 68.1%+13.4pp | 75.1%+6.4pp | 68.3%+13.2pp |
| Annual return | 11.86% | 29.48%-17.6pp | 181.32%-169.5pp | 40.90%-29.0pp |
| Employer contribution / active EE | $4,126 | $3,113+32.5% | $3,754+9.9% | $2,631+56.8% |
| Participant deferral / active EE | $407 | $4,056-90.0% | $5,116-92.0% | $4,212-90.3% |
| Admin fee / account holder | $14,097 | $7,222+95.2% | $8,919+58.1% | $7,344+92.0% |