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 | $164,459 | $214,378-23.3% | $200,582-18.0% | $142,382+15.5% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 9.62% | 46.41%-36.8pp | 42.33%-32.7pp | 217.08%-207.5pp |
| Employer contribution / active EE | $5,323 | $6,841-22.2% | $6,419-17.1% | $4,299+23.8% |
| Participant deferral / active EE | $2,098 | $9,865-78.7% | $9,331-77.5% | $6,507-67.8% |
| Admin fee / account holder | $6,232 | $17,692-64.8% | $16,305-61.8% | $12,624-50.6% |