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 | $102,278 | $105,126-2.7% | $94,646+8.1% | $139,434-26.6% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 8.59% | 38.03%-29.4pp | 156.71%-148.1pp | 372.94%-364.4pp |
| Employer contribution / active EE | $3,472 | $4,106-15.4% | $3,672-5.5% | $4,751-26.9% |
| Participant deferral / active EE | $1,119 | $7,599-85.3% | $7,418-84.9% | $6,710-83.3% |
| Admin fee / account holder | $14,008 | $8,984+55.9% | $7,231+93.7% | $11,403+22.8% |