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 | $148,419 | $54,541+172.1% | $78,778+88.4% | $70,131+111.6% |
| Participation rate | 85.2% | 60.8%+24.4pp | 69.2%+16.0pp | 69.5%+15.6pp |
| Annual return | 11.74% | 21.07%-9.3pp | 35.62%-23.9pp | 73.14%-61.4pp |
| Employer contribution / active EE | $6,911 | $1,089+534.9% | $1,986+248.1% | $2,342+195.1% |
| Participant deferral / active EE | $331 | $2,210-85.0% | $2,958-88.8% | $3,332-90.1% |
| Admin fee / account holder | $8,169 | $3,709+120.3% | $5,134+59.1% | $4,645+75.9% |