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 | $119,785 | $159,602-24.9% | $150,045-20.2% | $142,382-15.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 9.67% | 70.24%-60.6pp | 62.55%-52.9pp | 217.08%-207.4pp |
| Employer contribution / active EE | $1,488 | $4,961-70.0% | $4,693-68.3% | $4,299-65.4% |
| Participant deferral / active EE | $2,456 | $8,310-70.4% | $7,997-69.3% | $6,507-62.3% |
| Admin fee / account holder | $10,153 | $14,846-31.6% | $13,435-24.4% | $12,624-19.6% |