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 | $91,608 | $65,365+40.1% | $92,893-1.4% | $72,985+25.5% |
| Participation rate | 93.2% | 68.3%+24.9pp | 76.0%+17.2pp | 69.5%+23.8pp |
| Annual return | 15.04% | 42.10%-27.1pp | 109.41%-94.4pp | 81.00%-66.0pp |
| Employer contribution / active EE | $878 | $2,594-66.1% | $3,653-76.0% | $2,440-64.0% |
| Participant deferral / active EE | $869 | $3,128-72.2% | $4,236-79.5% | $3,607-75.9% |
| Admin fee / account holder | $7,801 | $4,251+83.5% | $5,794+34.6% | $5,124+52.2% |