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 | $75,966 | $171,865-55.8% | $149,718-49.3% | $147,584-48.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 2.67% | 2113.22%-2110.5pp | 1501.63%-1499.0pp | 578.55%-575.9pp |
| Employer contribution / active EE | $2,700 | $6,275-57.0% | $5,445-50.4% | $4,876-44.6% |
| Participant deferral / active EE | $951 | $7,271-86.9% | $6,569-85.5% | $5,439-82.5% |
| Admin fee / account holder | $1,586 | $13,799-88.5% | $11,283-85.9% | $10,885-85.4% |