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 | $131,624 | $124,281+5.9% | $109,143+20.6% | $167,490-21.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 2.92% | 26.04%-23.1pp | 25.75%-22.8pp | 478.56%-475.6pp |
| Employer contribution / active EE | $797 | $4,207-81.1% | $3,722-78.6% | $4,837-83.5% |
| Participant deferral / active EE | $1,248 | $5,255-76.3% | $4,653-73.2% | $6,341-80.3% |
| Admin fee / account holder | $939 | $7,970-88.2% | $6,752-86.1% | $12,309-92.4% |