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 5-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 | $127,069 | $124,281+2.2% | $109,143+16.4% | $167,490-24.1% |
| Participation rate | 70.6% | 79.4%-8.9pp | 75.9%-5.3pp | 82.1%-11.5pp |
| Annual return | 2.95% | 26.04%-23.1pp | 25.75%-22.8pp | 478.56%-475.6pp |
| Employer contribution / active EE | $4,876 | $4,207+15.9% | $3,722+31.0% | $4,837+0.8% |
| Participant deferral / active EE | $107 | $5,255-98.0% | $4,653-97.7% | $6,341-98.3% |
| Admin fee / account holder | $989 | $7,970-87.6% | $6,752-85.4% | $12,309-92.0% |