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 | $163,885 | $112,096+46.2% | $95,952+70.8% | $158,922+3.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 4.14% | 171.09%-166.9pp | 91.61%-87.5pp | 302.83%-298.7pp |
| Employer contribution / active EE | $859 | $3,198-73.1% | $2,541-66.2% | $4,761-81.9% |
| Participant deferral / active EE | $72 | $4,784-98.5% | $4,167-98.3% | $5,982-98.8% |
| Admin fee / account holder | $10,821 | $10,130+6.8% | $6,795+59.2% | $11,246-3.8% |