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 | $84,643 | $183,963-54.0% | $162,163-47.8% | $152,861-44.6% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.6%+6.2pp | 82.4%+11.3pp |
| Annual return | 3.39% | 150.76%-147.4pp | 115.59%-112.2pp | 345.32%-341.9pp |
| Employer contribution / active EE | $6,391 | $6,371+0.3% | $5,614+13.9% | $4,762+34.2% |
| Participant deferral / active EE | $1,279 | $8,034-84.1% | $7,298-82.5% | $5,850-78.1% |
| Admin fee / account holder | $5,719 | $13,121-56.4% | $10,843-47.3% | $11,596-50.7% |