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 | $188,719 | $68,346+176.1% | $94,646+99.4% | $75,163+151.1% |
| Participation rate | 92.3% | 76.1%+16.2pp | 80.8%+11.5pp | 67.2%+25.1pp |
| Annual return | 12.53% | 616.93%-604.4pp | 156.71%-144.2pp | 160.62%-148.1pp |
| Employer contribution / active EE | $8,438 | $2,701+212.4% | $3,672+129.8% | $2,670+216.1% |
| Participant deferral / active EE | $2,160 | $6,537-67.0% | $7,418-70.9% | $4,125-47.6% |
| Admin fee / account holder | $1,542 | $5,326-71.1% | $7,231-78.7% | $5,651-72.7% |