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 | $64,930 | $150,440-56.8% | $136,294-52.4% | $147,584-56.0% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 10.22% | 1049.08%-1038.9pp | 5155.94%-5145.7pp | 578.55%-568.3pp |
| Employer contribution / active EE | $934 | $5,256-82.2% | $4,695-80.1% | $4,876-80.8% |
| Participant deferral / active EE | $934 | $6,630-85.9% | $6,247-85.0% | $5,439-82.8% |
| Admin fee / account holder | $4,997 | $10,905-54.2% | $9,243-45.9% | $10,885-54.1% |