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 | $113,648 | $214,378-47.0% | $200,582-43.3% | $142,382-20.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 7.64% | 46.41%-38.8pp | 42.33%-34.7pp | 217.08%-209.4pp |
| Employer contribution / active EE | $1,448 | $6,841-78.8% | $6,419-77.4% | $4,299-66.3% |
| Participant deferral / active EE | $2,897 | $9,865-70.6% | $9,331-69.0% | $6,507-55.5% |
| Admin fee / account holder | $1,740 | $17,692-90.2% | $16,305-89.3% | $12,624-86.2% |