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 | $103,614 | $114,381-9.4% | $107,525-3.6% | $142,382-27.2% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 7.91% | 242.71%-234.8pp | 181.32%-173.4pp | 217.08%-209.2pp |
| Employer contribution / active EE | $2,852 | $4,015-29.0% | $3,754-24.0% | $4,299-33.7% |
| Participant deferral / active EE | $765 | $5,564-86.2% | $5,116-85.0% | $6,507-88.2% |
| Admin fee / account holder | $45,116 | $9,860+357.6% | $8,919+405.9% | $12,624+257.4% |