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 | $85,554 | $101,724-15.9% | $164,813-48.1% | $80,856+5.8% |
| Participation rate | 89.6% | 71.8%+17.8pp | 78.6%+11.0pp | 67.6%+21.9pp |
| Annual return | -1.38% | 16.72%-18.1pp | 69.93%-71.3pp | 35.59%-37.0pp |
| Employer contribution / active EE | $1,075 | $2,953-63.6% | $4,341-75.2% | $2,755-61.0% |
| Participant deferral / active EE | $1,739 | $4,477-61.2% | $6,031-71.2% | $4,296-59.5% |
| Admin fee / account holder | $2,332 | $8,227-71.7% | $12,690-81.6% | $6,918-66.3% |