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 | $148,204 | $159,901-7.3% | $146,958+0.8% | $145,922+1.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 3.40% | 98.13%-94.7pp | 418.34%-414.9pp | 561.29%-557.9pp |
| Employer contribution / active EE | $6,182 | $5,286+17.0% | $4,933+25.3% | $4,660+32.7% |
| Participant deferral / active EE | $2,240 | $8,428-73.4% | $8,070-72.2% | $6,688-66.5% |
| Admin fee / account holder | $2,538 | $15,044-83.1% | $12,998-80.5% | $13,397-81.1% |