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 | $220,169 | $53,127+314.4% | $86,590+154.3% | $70,131+213.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 9.45% | 27.66%-18.2pp | 964.84%-955.4pp | 73.14%-63.7pp |
| Employer contribution / active EE | $17,920 | $2,068+766.5% | $2,839+531.1% | $2,342+665.0% |
| Participant deferral / active EE | $335 | $2,696-87.6% | $3,609-90.7% | $3,332-90.0% |
| Admin fee / account holder | $4,395 | $3,585+22.6% | $4,906-10.4% | $4,645-5.4% |