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 | $56,784 | $114,381-50.4% | $107,525-47.2% | $142,382-60.1% |
| Participation rate | 91.3% | 78.1%+13.2pp | 75.1%+16.2pp | 80.1%+11.2pp |
| Annual return | 9.63% | 242.71%-233.1pp | 181.32%-171.7pp | 217.08%-207.4pp |
| Employer contribution / active EE | $2,225 | $4,015-44.6% | $3,754-40.7% | $4,299-48.2% |
| Participant deferral / active EE | $867 | $5,564-84.4% | $5,116-83.0% | $6,507-86.7% |
| Admin fee / account holder | $17,290 | $9,860+75.4% | $8,919+93.9% | $12,624+37.0% |