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 | $104,467 | $214,378-51.3% | $200,582-47.9% | $142,382-26.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.44% | 46.41%-36.0pp | 42.33%-31.9pp | 217.08%-206.6pp |
| Employer contribution / active EE | $2,583 | $6,841-62.2% | $6,419-59.8% | $4,299-39.9% |
| Participant deferral / active EE | $2,583 | $9,865-73.8% | $9,331-72.3% | $6,507-60.3% |
| Admin fee / account holder | $2,525 | $17,692-85.7% | $16,305-84.5% | $12,624-80.0% |