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 9-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 | $246,033 | $153,772+60.0% | $133,980+83.6% | $273,961-10.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.95% | 36.51%-35.6pp | 29.30%-28.3pp | 41.45%-40.5pp |
| Employer contribution / active EE | $8,000 | $6,029+32.7% | $5,211+53.5% | $4,869+64.3% |
| Participant deferral / active EE | $964 | $6,958-86.1% | $6,282-84.6% | $5,287-81.8% |
| Admin fee / account holder | $7,712 | $11,765-34.5% | $9,324-17.3% | $10,132-23.9% |