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 | $102,862 | $73,933+39.1% | $96,683+6.4% | $75,163+36.9% |
| Participation rate | 93.8% | 66.4%+27.3pp | 74.3%+19.4pp | 67.2%+26.6pp |
| Annual return | 10.91% | 26.70%-15.8pp | 35.69%-24.8pp | 160.62%-149.7pp |
| Employer contribution / active EE | $11,539 | $2,928+294.1% | $3,737+208.8% | $2,670+332.2% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $10,282 | $5,216+97.1% | $6,730+52.8% | $5,651+81.9% |