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 | $172,675 | $137,414+25.7% | $189,513-8.9% | $85,850+101.1% |
| Participation rate | 93.5% | 84.6%+8.9pp | 87.8%+5.7pp | 69.3%+24.2pp |
| Annual return | 11.23% | 38.14%-26.9pp | 555.15%-543.9pp | 318.53%-307.3pp |
| Employer contribution / active EE | $7,001 | $4,344+61.2% | $6,162+13.6% | $2,565+173.0% |
| Participant deferral / active EE | $2,368 | $6,260-62.2% | $8,221-71.2% | $3,952-40.1% |
| Admin fee / account holder | $1,265 | $8,630-85.3% | $12,045-89.5% | $6,260-79.8% |