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 | $56,134 | $217,402-74.2% | $185,823-69.8% | $167,490-66.5% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 6.60% | 148.36%-141.8pp | 122.05%-115.5pp | 478.56%-472.0pp |
| Employer contribution / active EE | $1,470 | $5,873-75.0% | $5,167-71.6% | $4,837-69.6% |
| Participant deferral / active EE | $2,061 | $6,356-67.6% | $5,568-63.0% | $6,341-67.5% |
| Admin fee / account holder | $1,627 | $19,811-91.8% | $16,237-90.0% | $12,309-86.8% |