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 | $74,550 | $58,512+27.4% | $84,015-11.3% | $72,985+2.1% |
| Participation rate | 75.8% | 61.2%+14.5pp | 69.0%+6.7pp | 69.5%+6.3pp |
| Annual return | 15.34% | 28.93%-13.6pp | 71.31%-56.0pp | 81.00%-65.7pp |
| Employer contribution / active EE | $281 | $1,163-75.8% | $1,983-85.8% | $2,440-88.5% |
| Participant deferral / active EE | $955 | $2,394-60.1% | $3,239-70.5% | $3,607-73.5% |
| Admin fee / account holder | $7,791 | $4,569+70.5% | $6,101+27.7% | $5,124+52.0% |