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 | $114,053 | $137,414-17.0% | $189,513-39.8% | $85,850+32.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 9.19% | 38.14%-29.0pp | 555.15%-546.0pp | 318.53%-309.3pp |
| Employer contribution / active EE | $4,458 | $4,344+2.6% | $6,162-27.6% | $2,565+73.8% |
| Participant deferral / active EE | $2,512 | $6,260-59.9% | $8,221-69.4% | $3,952-36.4% |
| Admin fee / account holder | $2,986 | $8,630-65.4% | $12,045-75.2% | $6,260-52.3% |