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 | $51,335 | $159,602-67.8% | $150,045-65.8% | $142,382-63.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 6.95% | 70.24%-63.3pp | 62.55%-55.6pp | 217.08%-210.1pp |
| Employer contribution / active EE | $1,315 | $4,961-73.5% | $4,693-72.0% | $4,299-69.4% |
| Participant deferral / active EE | $797 | $8,310-90.4% | $7,997-90.0% | $6,507-87.7% |
| Admin fee / account holder | $9,721 | $14,846-34.5% | $13,435-27.6% | $12,624-23.0% |