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 | $105,543 | $117,983-10.5% | $101,794+3.7% | $142,382-25.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 9.80% | 36.92%-27.1pp | 30.53%-20.7pp | 217.08%-207.3pp |
| Employer contribution / active EE | $832 | $2,773-70.0% | $2,289-63.7% | $4,299-80.6% |
| Participant deferral / active EE | $1,040 | $4,714-77.9% | $4,084-74.5% | $6,507-84.0% |
| Admin fee / account holder | $1,271 | $10,433-87.8% | $8,777-85.5% | $12,624-89.9% |