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 | $54,282 | $214,378-74.7% | $200,582-72.9% | $142,382-61.9% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 3.95% | 46.41%-42.5pp | 42.33%-38.4pp | 217.08%-213.1pp |
| Employer contribution / active EE | $1,838 | $6,841-73.1% | $6,419-71.4% | $4,299-57.3% |
| Participant deferral / active EE | $568 | $9,865-94.2% | $9,331-93.9% | $6,507-91.3% |
| Admin fee / account holder | $714 | $17,692-96.0% | $16,305-95.6% | $12,624-94.3% |