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 | $137,635 | $85,766+60.5% | $136,294+1.0% | $70,131+96.3% |
| Participation rate | 93.5% | 74.2%+19.4pp | 81.9%+11.6pp | 69.5%+24.0pp |
| Annual return | 14.00% | 31.45%-17.5pp | 5155.94%-5141.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $2,754 | $2,966-7.2% | $4,695-41.4% | $2,342+17.6% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $19,350 | $5,420+257.0% | $9,243+109.3% | $4,645+316.5% |