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 | $98,632 | $72,277+36.5% | $101,248-2.6% | $79,858+23.5% |
| Participation rate | 77.5% | 68.5%+9.0pp | 75.8%+1.7pp | 69.6%+7.8pp |
| Annual return | -5.12% | 22.30%-27.4pp | 46.47%-51.6pp | 31.71%-36.8pp |
| Employer contribution / active EE | $835 | $2,692-69.0% | $3,660-77.2% | $2,471-66.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $11,897 | $4,400+170.4% | $5,945+100.1% | $5,306+124.2% |