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 | $70,424 | $98,750-28.7% | $149,696-53.0% | $79,858-11.8% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.5%-12.5pp | 69.6%+0.4pp |
| Annual return | 6.83% | 27.43%-20.6pp | 276.60%-269.8pp | 31.71%-24.9pp |
| Employer contribution / active EE | $708 | $3,216-78.0% | $4,644-84.8% | $2,471-71.4% |
| Participant deferral / active EE | $1,656 | $5,680-70.9% | $6,842-75.8% | $3,740-55.7% |
| Admin fee / account holder | $14,439 | $6,053+138.6% | $9,309+55.1% | $5,306+172.1% |