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 | $29,544 | $177,572-83.4% | $154,803-80.9% | $142,382-79.3% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 3.53% | 65.07%-61.5pp | 58.88%-55.4pp | 217.08%-213.5pp |
| Employer contribution / active EE | $1,811 | $4,810-62.4% | $4,305-57.9% | $4,299-57.9% |
| Participant deferral / active EE | $98 | $6,272-98.4% | $5,540-98.2% | $6,507-98.5% |
| Admin fee / account holder | $30,165 | $16,786+79.7% | $14,329+110.5% | $12,624+139.0% |