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 | $85,677 | $80,673+6.2% | $101,326-15.4% | $84,808+1.0% |
| Participation rate | 71.4% | 77.8%-6.4pp | 81.5%-10.1pp | 68.3%+3.1pp |
| Annual return | 12.23% | 38.95%-26.7pp | 36.82%-24.6pp | 40.90%-28.7pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,216 | $6,840-67.6% | $7,994-72.3% | $4,212-47.4% |
| Admin fee / account holder | $1,733 | $12,784-86.4% | $11,185-84.5% | $7,344-76.4% |