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 | $84,772 | $157,256-46.1% | $141,162-39.9% | $152,861-44.5% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 10.25% | 64.32%-54.1pp | 71.39%-61.1pp | 345.32%-335.1pp |
| Employer contribution / active EE | $1,361 | $5,261-74.1% | $4,735-71.2% | $4,762-71.4% |
| Participant deferral / active EE | $2,105 | $7,109-70.4% | $6,709-68.6% | $5,850-64.0% |
| Admin fee / account holder | $79,965 | $12,120+559.8% | $10,261+679.3% | $11,596+589.6% |