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 | $153,707 | $165,335-7.0% | $149,696+2.7% | $158,922-3.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.41% | 348.15%-346.7pp | 276.60%-275.2pp | 302.83%-301.4pp |
| Employer contribution / active EE | $7,439 | $5,103+45.8% | $4,644+60.2% | $4,761+56.2% |
| Participant deferral / active EE | $2,198 | $7,181-69.4% | $6,842-67.9% | $5,982-63.3% |
| Admin fee / account holder | $1,374 | $10,807-87.3% | $9,309-85.2% | $11,246-87.8% |