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 | $207,293 | $148,534+39.6% | $135,903+52.5% | $139,434+48.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 9.13% | 79.19%-70.1pp | 68.23%-59.1pp | 372.94%-363.8pp |
| Employer contribution / active EE | $2,991 | $5,243-43.0% | $4,856-38.4% | $4,751-37.0% |
| Participant deferral / active EE | $1,600 | $8,100-80.2% | $7,758-79.4% | $6,710-76.2% |
| Admin fee / account holder | $1,122 | $12,400-91.0% | $10,762-89.6% | $11,403-90.2% |