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 | $63,741 | $137,414-53.6% | $189,513-66.4% | $85,850-25.8% |
| Participation rate | 84.6% | 84.6%0pp | 87.8%-3.2pp | 69.3%+15.3pp |
| Annual return | 11.65% | 38.14%-26.5pp | 555.15%-543.5pp | 318.53%-306.9pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,949 | $6,260-52.9% | $8,221-64.1% | $3,952-25.4% |
| Admin fee / account holder | $2,449 | $8,630-71.6% | $12,045-79.7% | $6,260-60.9% |