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 | $247,639 | $157,256+57.5% | $141,162+75.4% | $152,861+62.0% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.4%+12.3pp |
| Annual return | 3.86% | 64.32%-60.5pp | 71.39%-67.5pp | 345.32%-341.5pp |
| Employer contribution / active EE | $4,609 | $5,261-12.4% | $4,735-2.7% | $4,762-3.2% |
| Participant deferral / active EE | $1,513 | $7,109-78.7% | $6,709-77.4% | $5,850-74.1% |
| Admin fee / account holder | $1,330 | $12,120-89.0% | $10,261-87.0% | $11,596-88.5% |