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 | $130,603 | $83,477+56.5% | $125,175+4.3% | $72,985+78.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 9.94% | 25.78%-15.8pp | 43.79%-33.8pp | 81.00%-71.1pp |
| Employer contribution / active EE | $5,668 | $2,345+141.7% | $3,865+46.6% | $2,440+132.3% |
| Participant deferral / active EE | $472 | $3,585-86.8% | $4,937-90.4% | $3,607-86.9% |
| Admin fee / account holder | $4,635 | $5,517-16.0% | $9,702-52.2% | $5,124-9.5% |