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 | $63,462 | $171,865-63.1% | $149,718-57.6% | $147,584-57.0% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 6.46% | 2113.22%-2106.8pp | 1501.63%-1495.2pp | 578.55%-572.1pp |
| Employer contribution / active EE | $1,836 | $6,275-70.7% | $5,445-66.3% | $4,876-62.4% |
| Participant deferral / active EE | $1,978 | $7,271-72.8% | $6,569-69.9% | $5,439-63.6% |
| Admin fee / account holder | $743 | $13,799-94.6% | $11,283-93.4% | $10,885-93.2% |