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 | $176,919 | $165,335+7.0% | $149,696+18.2% | $158,922+11.3% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | -10.26% | 348.15%-358.4pp | 276.60%-286.9pp | 302.83%-313.1pp |
| Employer contribution / active EE | $2,988 | $5,103-41.4% | $4,644-35.7% | $4,761-37.2% |
| Participant deferral / active EE | $1,927 | $7,181-73.2% | $6,842-71.8% | $5,982-67.8% |
| Admin fee / account holder | $1,638 | $10,807-84.8% | $9,309-82.4% | $11,246-85.4% |