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 | $83,876 | $114,381-26.7% | $107,525-22.0% | $142,382-41.1% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 10.62% | 242.71%-232.1pp | 181.32%-170.7pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,024 | $4,015-74.5% | $3,754-72.7% | $4,299-76.2% |
| Participant deferral / active EE | $1,419 | $5,564-74.5% | $5,116-72.3% | $6,507-78.2% |
| Admin fee / account holder | $1,453 | $9,860-85.3% | $8,919-83.7% | $12,624-88.5% |