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 | $217,560 | $165,335+31.6% | $149,696+45.3% | $158,922+36.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.48% | 348.15%-342.7pp | 276.60%-271.1pp | 302.83%-297.3pp |
| Employer contribution / active EE | $5,285 | $5,103+3.6% | $4,644+13.8% | $4,761+11.0% |
| Participant deferral / active EE | $1,830 | $7,181-74.5% | $6,842-73.3% | $5,982-69.4% |
| Admin fee / account holder | $1,527 | $10,807-85.9% | $9,309-83.6% | $11,246-86.4% |