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 | $66,141 | $137,414-51.9% | $189,513-65.1% | $85,850-23.0% |
| Participation rate | 93.3% | 84.6%+8.7pp | 87.8%+5.5pp | 69.3%+24.0pp |
| Annual return | 5.49% | 38.14%-32.7pp | 555.15%-549.7pp | 318.53%-313.0pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,913 | $6,260-69.4% | $8,221-76.7% | $3,952-51.6% |
| Admin fee / account holder | $1,519 | $8,630-82.4% | $12,045-87.4% | $6,260-75.7% |