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 | $77,025 | $148,534-48.1% | $135,903-43.3% | $139,434-44.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 2.95% | 79.19%-76.2pp | 68.23%-65.3pp | 372.94%-370.0pp |
| Employer contribution / active EE | $5,556 | $5,243+6.0% | $4,856+14.4% | $4,751+16.9% |
| Participant deferral / active EE | $244 | $8,100-97.0% | $7,758-96.8% | $6,710-96.4% |
| Admin fee / account holder | $3,361 | $12,400-72.9% | $10,762-68.8% | $11,403-70.5% |