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 | $55,616 | $185,822-70.1% | $169,993-67.3% | $139,434-60.1% |
| Participation rate | 76.9% | 87.8%-10.8pp | 87.0%-10.1pp | 80.3%-3.4pp |
| Annual return | 10.62% | 60.50%-49.9pp | 53.37%-42.8pp | 372.94%-362.3pp |
| Employer contribution / active EE | $2,011 | $7,590-73.5% | $6,785-70.4% | $4,751-57.7% |
| Participant deferral / active EE | $2,011 | $11,622-82.7% | $10,408-80.7% | $6,710-70.0% |
| Admin fee / account holder | $5,858 | $15,381-61.9% | $12,815-54.3% | $11,403-48.6% |