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 | $114,642 | $56,053+104.5% | $75,972+50.9% | $80,856+41.8% |
| Participation rate | 93.3% | 62.0%+31.3pp | 69.1%+24.3pp | 67.6%+25.7pp |
| Annual return | 8.64% | 20.53%-11.9pp | 359.55%-350.9pp | 35.59%-26.9pp |
| Employer contribution / active EE | $10,489 | $1,874+459.7% | $2,685+290.7% | $2,755+280.7% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | $12,300 | $5,234+135.0% | $6,467+90.2% | $6,918+77.8% |