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 | $67,315 | $148,978-54.8% | $200,582-66.4% | $84,808-20.6% |
| Participation rate | 73.1% | 84.2%-11.2pp | 86.9%-13.8pp | 68.3%+4.8pp |
| Annual return | 6.65% | 28.16%-21.5pp | 42.33%-35.7pp | 40.90%-34.2pp |
| Employer contribution / active EE | $2,345 | $4,815-51.3% | $6,419-63.5% | $2,631-10.9% |
| Participant deferral / active EE | $2,414 | $7,142-66.2% | $9,331-74.1% | $4,212-42.7% |
| Admin fee / account holder | $8,695 | $13,977-37.8% | $16,305-46.7% | $7,344+18.4% |