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 | $190,637 | $181,894+4.8% | $156,549+21.8% | $273,961-30.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.75% | 30.74%-30.0pp | 32.23%-31.5pp | 41.45%-40.7pp |
| Employer contribution / active EE | $4,286 | $6,248-31.4% | $5,501-22.1% | $4,869-12.0% |
| Participant deferral / active EE | $1,414 | $5,550-74.5% | $4,871-71.0% | $5,287-73.2% |
| Admin fee / account holder | $9,786 | $15,559-37.1% | $13,027-24.9% | $10,132-3.4% |