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 | $190,858 | $115,882+64.7% | $100,516+89.9% | $158,922+20.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 2.71% | 34.79%-32.1pp | 30.89%-28.2pp | 302.83%-300.1pp |
| Employer contribution / active EE | $2,082 | $4,103-49.3% | $3,418-39.1% | $4,761-56.3% |
| Participant deferral / active EE | $1,292 | $6,674-80.6% | $6,270-79.4% | $5,982-78.4% |
| Admin fee / account holder | $60,722 | $10,995+452.2% | $8,081+651.4% | $11,246+440.0% |