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 | $98,455 | $123,793-20.5% | $177,821-44.6% | $79,858+23.3% |
| Participation rate | 92.3% | 84.7%+7.7pp | 87.7%+4.6pp | 69.6%+22.7pp |
| Annual return | 4.74% | 22.82%-18.1pp | 48.32%-43.6pp | 31.71%-27.0pp |
| Employer contribution / active EE | $6,316 | $4,095+54.2% | $5,918+6.7% | $2,471+155.6% |
| Participant deferral / active EE | $2,353 | $5,956-60.5% | $7,714-69.5% | $3,740-37.1% |
| Admin fee / account holder | $17,083 | $7,243+135.9% | $12,427+37.5% | $5,306+221.9% |