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 | $150,576 | $202,432-25.6% | $169,368-11.1% | $139,434+8.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.72% | 531.74%-523.0pp | 405.60%-396.9pp | 372.94%-364.2pp |
| Employer contribution / active EE | $1,187 | $4,692-74.7% | $4,013-70.4% | $4,751-75.0% |
| Participant deferral / active EE | $319 | $6,938-95.4% | $6,221-94.9% | $6,710-95.3% |
| Admin fee / account holder | $5,384 | $10,708-49.7% | $9,003-40.2% | $11,403-52.8% |