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 | $86,466 | $106,584-18.9% | $101,326-14.7% | $142,382-39.3% |
| Participation rate | 90.9% | 82.7%+8.2pp | 81.5%+9.4pp | 80.1%+10.8pp |
| Annual return | 9.51% | 36.93%-27.4pp | 36.82%-27.3pp | 217.08%-207.6pp |
| Employer contribution / active EE | $381 | $3,956-90.4% | $3,665-89.6% | $4,299-91.1% |
| Participant deferral / active EE | $888 | $8,297-89.3% | $7,994-88.9% | $6,507-86.4% |
| Admin fee / account holder | $19,668 | $11,446+71.8% | $11,185+75.8% | $12,624+55.8% |