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 | $146,746 | $105,126+39.6% | $94,646+55.0% | $139,434+5.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 1.85% | 38.03%-36.2pp | 156.71%-154.9pp | 372.94%-371.1pp |
| Employer contribution / active EE | $1,021 | $4,106-75.1% | $3,672-72.2% | $4,751-78.5% |
| Participant deferral / active EE | $2,166 | $7,599-71.5% | $7,418-70.8% | $6,710-67.7% |
| Admin fee / account holder | $858 | $8,984-90.4% | $7,231-88.1% | $11,403-92.5% |