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 | $84,110 | $159,602-47.3% | $150,045-43.9% | $142,382-40.9% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 11.89% | 70.24%-58.3pp | 62.55%-50.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,798 | $4,961-63.8% | $4,693-61.7% | $4,299-58.2% |
| Participant deferral / active EE | $2,039 | $8,310-75.5% | $7,997-74.5% | $6,507-68.7% |
| Admin fee / account holder | $49,007 | $14,846+230.1% | $13,435+264.8% | $12,624+288.2% |