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 | $93,220 | $78,705+18.4% | $117,854-20.9% | $70,131+32.9% |
| Participation rate | 88.5% | 73.2%+15.3pp | 79.7%+8.8pp | 69.5%+18.9pp |
| Annual return | -0.44% | 23.30%-23.7pp | 335.08%-335.5pp | 73.14%-73.6pp |
| Employer contribution / active EE | $1,063 | $2,223-52.2% | $3,786-71.9% | $2,342-54.6% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $603 | $5,065-88.1% | $8,020-92.5% | $4,645-87.0% |