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 | $89,459 | $106,584-16.1% | $101,326-11.7% | $142,382-37.2% |
| Participation rate | 92.3% | 82.7%+9.6pp | 81.5%+10.8pp | 80.1%+12.2pp |
| Annual return | 10.67% | 36.93%-26.3pp | 36.82%-26.1pp | 217.08%-206.4pp |
| Employer contribution / active EE | $310 | $3,956-92.2% | $3,665-91.5% | $4,299-92.8% |
| Participant deferral / active EE | $2,055 | $8,297-75.2% | $7,994-74.3% | $6,507-68.4% |
| Admin fee / account holder | $10,510 | $11,446-8.2% | $11,185-6.0% | $12,624-16.7% |