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 | $129,723 | $177,572-26.9% | $154,803-16.2% | $142,382-8.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.33% | 65.07%-54.7pp | 58.88%-48.6pp | 217.08%-206.7pp |
| Employer contribution / active EE | $11,005 | $4,810+128.8% | $4,305+155.6% | $4,299+156.0% |
| Participant deferral / active EE | $312 | $6,272-95.0% | $5,540-94.4% | $6,507-95.2% |
| Admin fee / account holder | $1,511 | $16,786-91.0% | $14,329-89.5% | $12,624-88.0% |