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 | $86,038 | $93,571-8.1% | $135,903-36.7% | $75,163+14.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 8.92% | 30.90%-22.0pp | 68.23%-59.3pp | 160.62%-151.7pp |
| Employer contribution / active EE | $7,393 | $3,537+109.0% | $4,856+52.2% | $2,670+176.9% |
| Participant deferral / active EE | $2,312 | $6,404-63.9% | $7,758-70.2% | $4,125-44.0% |
| Admin fee / account holder | $22,353 | $6,975+220.5% | $10,762+107.7% | $5,651+295.6% |