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 | $83,402 | $115,882-28.0% | $100,516-17.0% | $158,922-47.5% |
| Participation rate | 82.4% | 81.6%+0.8pp | 79.4%+3.0pp | 82.0%+0.4pp |
| Annual return | 1.93% | 34.79%-32.9pp | 30.89%-29.0pp | 302.83%-300.9pp |
| Employer contribution / active EE | $2,577 | $4,103-37.2% | $3,418-24.6% | $4,761-45.9% |
| Participant deferral / active EE | $1,217 | $6,674-81.8% | $6,270-80.6% | $5,982-79.7% |
| Admin fee / account holder | $1,084 | $10,995-90.1% | $8,081-86.6% | $11,246-90.4% |