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 | $228,132 | $176,056+29.6% | $159,436+43.1% | $167,490+36.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.24% | 331.75%-323.5pp | 263.57%-255.3pp | 478.56%-470.3pp |
| Employer contribution / active EE | $4,192 | $5,297-20.9% | $4,829-13.2% | $4,837-13.4% |
| Participant deferral / active EE | $1,720 | $7,750-77.8% | $7,352-76.6% | $6,341-72.9% |
| Admin fee / account holder | $158,002 | $12,554+1158.6% | $10,799+1363.2% | $12,309+1183.6% |