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 | $169,530 | $209,411-19.0% | $178,490-5.0% | $158,922+6.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.75% | 188.75%-186.0pp | 151.07%-148.3pp | 302.83%-300.1pp |
| Employer contribution / active EE | $1,534 | $5,706-73.1% | $5,011-69.4% | $4,761-67.8% |
| Participant deferral / active EE | $935 | $5,954-84.3% | $5,202-82.0% | $5,982-84.4% |
| Admin fee / account holder | $1,122 | $17,074-93.4% | $13,984-92.0% | $11,246-90.0% |