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 | $37,345 | $68,346-45.4% | $94,646-60.5% | $75,163-50.3% |
| Participation rate | 75.8% | 76.1%-0.3pp | 80.8%-5.0pp | 67.2%+8.6pp |
| Annual return | 14.77% | 616.93%-602.2pp | 156.71%-141.9pp | 160.62%-145.9pp |
| Employer contribution / active EE | $811 | $2,701-70.0% | $3,672-77.9% | $2,670-69.6% |
| Participant deferral / active EE | $1,585 | $6,537-75.8% | $7,418-78.6% | $4,125-61.6% |
| Admin fee / account holder | $2,113 | $5,326-60.3% | $7,231-70.8% | $5,651-62.6% |