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 | $176,911 | $185,822-4.8% | $169,993+4.1% | $139,434+26.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.55% | 60.50%-52.9pp | 53.37%-45.8pp | 372.94%-365.4pp |
| Employer contribution / active EE | $5,272 | $7,590-30.5% | $6,785-22.3% | $4,751+11.0% |
| Participant deferral / active EE | $2,973 | $11,622-74.4% | $10,408-71.4% | $6,710-55.7% |
| Admin fee / account holder | $1,833 | $15,381-88.1% | $12,815-85.7% | $11,403-83.9% |