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 | $142,069 | $157,256-9.7% | $141,162+0.6% | $152,861-7.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 8.55% | 64.32%-55.8pp | 71.39%-62.8pp | 345.32%-336.8pp |
| Employer contribution / active EE | $4,949 | $5,261-5.9% | $4,735+4.5% | $4,762+3.9% |
| Participant deferral / active EE | $2,032 | $7,109-71.4% | $6,709-69.7% | $5,850-65.3% |
| Admin fee / account holder | $62,581 | $12,120+416.3% | $10,261+509.9% | $11,596+439.7% |