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 3-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 | $85,847 | $80,724+6.3% | $103,333-16.9% | $74,495+15.2% |
| Participation rate | 76.1% | 65.7%+10.4pp | 74.5%+1.6pp | 67.2%+8.9pp |
| Annual return | 11.13% | 27.56%-16.4pp | 24.88%-13.8pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,306 | $3,157-58.6% | $3,868-66.2% | $2,623-50.2% |
| Participant deferral / active EE | $1,582 | $3,860-59.0% | $5,057-68.7% | $4,346-63.6% |
| Admin fee / account holder | $2,210 | $2,368-6.7% | $8,355-73.5% | $1,942+13.8% |