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 | $168,079 | $148,534+13.2% | $135,903+23.7% | $139,434+20.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.90% | 79.19%-68.3pp | 68.23%-57.3pp | 372.94%-362.0pp |
| Employer contribution / active EE | $2,541 | $5,243-51.5% | $4,856-47.7% | $4,751-46.5% |
| Participant deferral / active EE | $1,820 | $8,100-77.5% | $7,758-76.5% | $6,710-72.9% |
| Admin fee / account holder | $441 | $12,400-96.4% | $10,762-95.9% | $11,403-96.1% |