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 | $193,743 | $185,822+4.3% | $169,993+14.0% | $139,434+39.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.86% | 60.50%-50.6pp | 53.37%-43.5pp | 372.94%-363.1pp |
| Employer contribution / active EE | $5,882 | $7,590-22.5% | $6,785-13.3% | $4,751+23.8% |
| Participant deferral / active EE | $2,965 | $11,622-74.5% | $10,408-71.5% | $6,710-55.8% |
| Admin fee / account holder | $20,773 | $15,381+35.1% | $12,815+62.1% | $11,403+82.2% |