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 | $119,193 | $214,378-44.4% | $200,582-40.6% | $142,382-16.3% |
| Participation rate | 86.4% | 87.4%-1.1pp | 86.9%-0.5pp | 80.1%+6.2pp |
| Annual return | 9.13% | 46.41%-37.3pp | 42.33%-33.2pp | 217.08%-208.0pp |
| Employer contribution / active EE | $3,630 | $6,841-46.9% | $6,419-43.5% | $4,299-15.6% |
| Participant deferral / active EE | $2,118 | $9,865-78.5% | $9,331-77.3% | $6,507-67.4% |
| Admin fee / account holder | $654 | $17,692-96.3% | $16,305-96.0% | $12,624-94.8% |