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 | $39,457 | $201,272-80.4% | $184,203-78.6% | $145,922-73.0% |
| Participation rate | 92.9% | 87.5%+5.4pp | 86.8%+6.0pp | 80.3%+12.6pp |
| Annual return | 9.54% | 29.00%-19.5pp | 28.81%-19.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $2,379 | $7,022-66.1% | $6,427-63.0% | $4,660-48.9% |
| Participant deferral / active EE | $2,564 | $9,806-73.8% | $9,131-71.9% | $6,688-61.7% |
| Admin fee / account holder | $7,704 | $16,364-52.9% | $13,901-44.6% | $13,397-42.5% |