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 | $88,534 | $135,952-34.9% | $123,892-28.5% | $273,961-67.7% |
| Participation rate | 95.0% | 84.1%+10.9pp | 81.4%+13.6pp | 83.0%+12.0pp |
| Annual return | -0.14% | 56.63%-56.8pp | 47.52%-47.7pp | 41.45%-41.6pp |
| Employer contribution / active EE | $1,228 | $5,170-76.2% | $4,617-73.4% | $4,869-74.8% |
| Participant deferral / active EE | $1,942 | $6,343-69.4% | $5,984-67.6% | $5,287-63.3% |
| Admin fee / account holder | $401 | $9,817-95.9% | $8,357-95.2% | $10,132-96.0% |