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 | $116,765 | $99,341+17.5% | $84,750+37.8% | $273,961-57.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.07% | 22.93%-22.9pp | 22.78%-22.7pp | 41.45%-41.4pp |
| Employer contribution / active EE | $8,662 | $4,214+105.6% | $3,574+142.3% | $4,869+77.9% |
| Participant deferral / active EE | $973 | $4,269-77.2% | $3,712-73.8% | $5,287-81.6% |
| Admin fee / account holder | $2,635 | $6,644-60.3% | $5,332-50.6% | $10,132-74.0% |