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 | $121,720 | $183,519-33.7% | $155,509-21.7% | $145,922-16.6% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 6.59% | 61.17%-54.6pp | 64.67%-58.1pp | 561.29%-554.7pp |
| Employer contribution / active EE | $2,021 | $5,313-62.0% | $4,672-56.8% | $4,660-56.6% |
| Participant deferral / active EE | $1,506 | $6,462-76.7% | $5,626-73.2% | $6,688-77.5% |
| Admin fee / account holder | $16,227 | $19,313-16.0% | $15,912+2.0% | $13,397+21.1% |