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 | $111,047 | $137,414-19.2% | $189,513-41.4% | $85,850+29.3% |
| Participation rate | 77.1% | 84.6%-7.5pp | 87.8%-10.7pp | 69.3%+7.8pp |
| Annual return | 7.85% | 38.14%-30.3pp | 555.15%-547.3pp | 318.53%-310.7pp |
| Employer contribution / active EE | $2,529 | $4,344-41.8% | $6,162-59.0% | $2,565-1.4% |
| Participant deferral / active EE | $2,916 | $6,260-53.4% | $8,221-64.5% | $3,952-26.2% |
| Admin fee / account holder | $1,433 | $8,630-83.4% | $12,045-88.1% | $6,260-77.1% |