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 | $81,506 | $214,378-62.0% | $200,582-59.4% | $142,382-42.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 4.43% | 46.41%-42.0pp | 42.33%-37.9pp | 217.08%-212.6pp |
| Employer contribution / active EE | $6,250 | $6,841-8.6% | $6,419-2.6% | $4,299+45.4% |
| Participant deferral / active EE | $2,488 | $9,865-74.8% | $9,331-73.3% | $6,507-61.8% |
| Admin fee / account holder | $239,215 | $17,692+1252.1% | $16,305+1367.2% | $12,624+1795.0% |