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 | $132,224 | $179,726-26.4% | $156,263-15.4% | $142,382-7.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 9.99% | 77.86%-67.9pp | 59.47%-49.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,521 | $5,069-70.0% | $4,333-64.9% | $4,299-64.6% |
| Participant deferral / active EE | $1,965 | $6,956-71.7% | $6,158-68.1% | $6,507-69.8% |
| Admin fee / account holder | $4,642 | $17,272-73.1% | $14,255-67.4% | $12,624-63.2% |