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 | $105,639 | $78,705+34.2% | $117,854-10.4% | $70,131+50.6% |
| Participation rate | 86.8% | 73.2%+13.6pp | 79.7%+7.1pp | 69.5%+17.3pp |
| Annual return | 11.07% | 23.30%-12.2pp | 335.08%-324.0pp | 73.14%-62.1pp |
| Employer contribution / active EE | $659 | $2,223-70.4% | $3,786-82.6% | $2,342-71.9% |
| Participant deferral / active EE | $1,265 | $3,297-61.6% | $4,482-71.8% | $3,332-62.0% |
| Admin fee / account holder | $15,417 | $5,065+204.4% | $8,020+92.2% | $4,645+231.9% |