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 | $157,221 | $175,202-10.3% | $149,673+5.0% | $139,434+12.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.71% | 166.71%-158.0pp | 134.42%-125.7pp | 372.94%-364.2pp |
| Employer contribution / active EE | $4,736 | $5,474-13.5% | $4,818-1.7% | $4,751-0.3% |
| Participant deferral / active EE | $786 | $6,519-87.9% | $5,680-86.2% | $6,710-88.3% |
| Admin fee / account holder | $1,175 | $16,150-92.7% | $13,210-91.1% | $11,403-89.7% |