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 | $74,473 | $214,378-65.3% | $200,582-62.9% | $142,382-47.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 8.90% | 46.41%-37.5pp | 42.33%-33.4pp | 217.08%-208.2pp |
| Employer contribution / active EE | $2,682 | $6,841-60.8% | $6,419-58.2% | $4,299-37.6% |
| Participant deferral / active EE | $2,682 | $9,865-72.8% | $9,331-71.3% | $6,507-58.8% |
| Admin fee / account holder | $28,484 | $17,692+61.0% | $16,305+74.7% | $12,624+125.6% |