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 | $56,402 | $105,126-46.3% | $94,646-40.4% | $139,434-59.5% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 11.28% | 38.03%-26.8pp | 156.71%-145.4pp | 372.94%-361.7pp |
| Employer contribution / active EE | $1,065 | $4,106-74.1% | $3,672-71.0% | $4,751-77.6% |
| Participant deferral / active EE | $644 | $7,599-91.5% | $7,418-91.3% | $6,710-90.4% |
| Admin fee / account holder | $1,610 | $8,984-82.1% | $7,231-77.7% | $11,403-85.9% |