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 | $162,046 | $110,257+47.0% | $96,544+67.8% | $139,434+16.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 1.30% | 26.32%-25.0pp | 25.84%-24.5pp | 372.94%-371.6pp |
| Employer contribution / active EE | $9,166 | $3,620+153.2% | $2,965+209.2% | $4,751+92.9% |
| Participant deferral / active EE | $434 | $5,548-92.2% | $4,851-91.1% | $6,710-93.5% |
| Admin fee / account holder | $866 | $11,591-92.5% | $8,252-89.5% | $11,403-92.4% |