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 | $201,590 | $60,892+231.1% | $82,389+144.7% | $84,808+137.7% |
| Participation rate | 77.8% | 63.3%+14.5pp | 69.5%+8.2pp | 68.3%+9.5pp |
| Annual return | 10.08% | 37.29%-27.2pp | 28.67%-18.6pp | 40.90%-30.8pp |
| Employer contribution / active EE | $6,965 | $1,779+291.4% | $2,517+176.7% | $2,631+164.7% |
| Participant deferral / active EE | $0 | $3,179-100.0% | $4,155-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,885 | $5,467-47.2% | $7,231-60.1% | $7,344-60.7% |