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 8-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 | $180,519 | $106,584+69.4% | $101,326+78.2% | $142,382+26.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.23% | 36.93%-24.7pp | 36.82%-24.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $63,750 | $3,956+1511.5% | $3,665+1639.3% | $4,299+1382.9% |
| Participant deferral / active EE | $1,500 | $8,297-81.9% | $7,994-81.2% | $6,507-76.9% |
| Admin fee / account holder | $1,480 | $11,446-87.1% | $11,185-86.8% | $12,624-88.3% |