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 | $189,623 | $54,705+246.6% | $71,209+166.3% | $84,808+123.6% |
| Participation rate | 72.7% | 64.1%+8.7pp | 73.8%-1.0pp | 68.3%+4.4pp |
| Annual return | 7.76% | 35.90%-28.1pp | 282.51%-274.7pp | 40.90%-33.1pp |
| Employer contribution / active EE | $5,787 | $2,158+168.2% | $2,721+112.7% | $2,631+120.0% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,399 | $4,863-50.7% | $5,349-55.2% | $7,344-67.3% |