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 | $123,181 | $116,175+6.0% | $93,606+31.6% | $152,861-19.4% |
| Participation rate | 77.8% | 78.0%-0.3pp | 75.8%+1.9pp | 82.4%-4.7pp |
| Annual return | 2.84% | 35.96%-33.1pp | 32.76%-29.9pp | 345.32%-342.5pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $928 | $4,603-79.8% | $4,069-77.2% | $5,850-84.1% |
| Admin fee / account holder | $12,368 | $10,748+15.1% | $7,888+56.8% | $11,596+6.7% |