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 | $184,289 | $74,888+146.1% | $71,209+158.8% | $142,382+29.4% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.1%+15.1pp |
| Annual return | 11.02% | 345.14%-334.1pp | 282.51%-271.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $4,072 | $2,854+42.6% | $2,721+49.6% | $4,299-5.3% |
| Participant deferral / active EE | $0 | $4,454-100.0% | $4,175-100.0% | $6,507-100.0% |
| Admin fee / account holder | $10,596 | $5,568+90.3% | $5,349+98.1% | $12,624-16.1% |