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 | $75,074 | $137,414-45.4% | $189,513-60.4% | $85,850-12.6% |
| Participation rate | 76.7% | 84.6%-7.9pp | 87.8%-11.1pp | 69.3%+7.4pp |
| Annual return | 8.48% | 38.14%-29.7pp | 555.15%-546.7pp | 318.53%-310.1pp |
| Employer contribution / active EE | $1,347 | $4,344-69.0% | $6,162-78.1% | $2,565-47.5% |
| Participant deferral / active EE | $2,779 | $6,260-55.6% | $8,221-66.2% | $3,952-29.7% |
| Admin fee / account holder | $5,666 | $8,630-34.3% | $12,045-53.0% | $6,260-9.5% |