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 | $135,216 | $177,572-23.9% | $154,803-12.7% | $142,382-5.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.63% | 65.07%-56.4pp | 58.88%-50.3pp | 217.08%-208.4pp |
| Employer contribution / active EE | $1,575 | $4,810-67.3% | $4,305-63.4% | $4,299-63.4% |
| Participant deferral / active EE | $1,150 | $6,272-81.7% | $5,540-79.2% | $6,507-82.3% |
| Admin fee / account holder | $7,464 | $16,786-55.5% | $14,329-47.9% | $12,624-40.9% |