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 | $160,539 | $127,065+26.3% | $113,168+41.9% | $142,382+12.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 2.34% | 24.03%-21.7pp | 24.27%-21.9pp | 217.08%-214.7pp |
| Employer contribution / active EE | $4,627 | $3,442+34.4% | $2,975+55.5% | $4,299+7.6% |
| Participant deferral / active EE | $1,799 | $5,716-68.5% | $5,107-64.8% | $6,507-72.4% |
| Admin fee / account holder | $34,927 | $15,736+122.0% | $12,068+189.4% | $12,624+176.7% |