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 | $208,701 | $78,422+166.1% | $95,952+117.5% | $79,858+161.3% |
| Participation rate | 93.8% | 73.5%+20.3pp | 77.1%+16.7pp | 69.6%+24.1pp |
| Annual return | 7.80% | 19.37%-11.6pp | 91.61%-83.8pp | 31.71%-23.9pp |
| Employer contribution / active EE | $10,625 | $1,945+446.3% | $2,541+318.1% | $2,471+330.0% |
| Participant deferral / active EE | $1,515 | $3,440-56.0% | $4,167-63.6% | $3,740-59.5% |
| Admin fee / account holder | $27,618 | $5,622+391.2% | $6,795+306.4% | $5,306+420.5% |