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 | $80,478 | $157,256-48.8% | $141,162-43.0% | $152,861-47.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 14.20% | 64.32%-50.1pp | 71.39%-57.2pp | 345.32%-331.1pp |
| Employer contribution / active EE | $10,135 | $5,261+92.7% | $4,735+114.1% | $4,762+112.8% |
| Participant deferral / active EE | $2,264 | $7,109-68.1% | $6,709-66.2% | $5,850-61.3% |
| Admin fee / account holder | $1,029 | $12,120-91.5% | $10,261-90.0% | $11,596-91.1% |