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 | $124,287 | $127,777-2.7% | $106,548+16.6% | $167,490-25.8% |
| Participation rate | 85.7% | 78.3%+7.4pp | 76.1%+9.6pp | 82.1%+3.6pp |
| Annual return | 4.05% | 33.87%-29.8pp | 26.80%-22.7pp | 478.56%-474.5pp |
| Employer contribution / active EE | $2,742 | $3,427-20.0% | $2,819-2.7% | $4,837-43.3% |
| Participant deferral / active EE | $1,363 | $5,087-73.2% | $4,398-69.0% | $6,341-78.5% |
| Admin fee / account holder | $3,896 | $11,228-65.3% | $7,407-47.4% | $12,309-68.4% |