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 | $128,034 | $73,933+73.2% | $96,683+32.4% | $75,163+70.3% |
| Participation rate | 87.5% | 66.4%+21.1pp | 74.3%+13.2pp | 67.2%+20.3pp |
| Annual return | 11.23% | 26.70%-15.5pp | 35.69%-24.5pp | 160.62%-149.4pp |
| Employer contribution / active EE | $5,190 | $2,928+77.3% | $3,737+38.9% | $2,670+94.4% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,604 | $5,216-69.3% | $6,730-76.2% | $5,651-71.6% |