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 | $215,330 | $165,335+30.2% | $149,696+43.8% | $158,922+35.5% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 7.48% | 348.15%-340.7pp | 276.60%-269.1pp | 302.83%-295.3pp |
| Employer contribution / active EE | $2,158 | $5,103-57.7% | $4,644-53.5% | $4,761-54.7% |
| Participant deferral / active EE | $1,382 | $7,181-80.8% | $6,842-79.8% | $5,982-76.9% |
| Admin fee / account holder | $1,738 | $10,807-83.9% | $9,309-81.3% | $11,246-84.5% |