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 | $66,246 | $214,378-69.1% | $200,582-67.0% | $142,382-53.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 4.61% | 46.41%-41.8pp | 42.33%-37.7pp | 217.08%-212.5pp |
| Employer contribution / active EE | $2,335 | $6,841-65.9% | $6,419-63.6% | $4,299-45.7% |
| Participant deferral / active EE | $2,335 | $9,865-76.3% | $9,331-75.0% | $6,507-64.1% |
| Admin fee / account holder | $14,172 | $17,692-19.9% | $16,305-13.1% | $12,624+12.3% |