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 | $63,976 | $106,584-40.0% | $101,326-36.9% | $142,382-55.1% |
| Participation rate | 90.9% | 82.7%+8.2pp | 81.5%+9.4pp | 80.1%+10.8pp |
| Annual return | 10.39% | 36.93%-26.5pp | 36.82%-26.4pp | 217.08%-206.7pp |
| Employer contribution / active EE | $636 | $3,956-83.9% | $3,665-82.6% | $4,299-85.2% |
| Participant deferral / active EE | $1,721 | $8,297-79.3% | $7,994-78.5% | $6,507-73.6% |
| Admin fee / account holder | $766 | $11,446-93.3% | $11,185-93.2% | $12,624-93.9% |