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 9-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 | $141,699 | $183,519-22.8% | $155,509-8.9% | $145,922-2.9% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 6.92% | 61.17%-54.2pp | 64.67%-57.7pp | 561.29%-554.4pp |
| Employer contribution / active EE | $2,191 | $5,313-58.8% | $4,672-53.1% | $4,660-53.0% |
| Participant deferral / active EE | $1,181 | $6,462-81.7% | $5,626-79.0% | $6,688-82.3% |
| Admin fee / account holder | $100,994 | $19,313+422.9% | $15,912+534.7% | $13,397+653.9% |