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 | $81,939 | $59,101+38.6% | $77,163+6.2% | $75,163+9.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 12.15% | 26.71%-14.6pp | 37.87%-25.7pp | 160.62%-148.5pp |
| Employer contribution / active EE | $3,324 | $1,995+66.6% | $2,535+31.1% | $2,670+24.5% |
| Participant deferral / active EE | $921 | $2,999-69.3% | $3,833-76.0% | $4,125-77.7% |
| Admin fee / account holder | $7,874 | $4,774+64.9% | $5,472+43.9% | $5,651+39.3% |