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 3-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 | $205,742 | $159,901+28.7% | $146,958+40.0% | $145,922+41.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.16% | 98.13%-90.0pp | 418.34%-410.2pp | 561.29%-553.1pp |
| Employer contribution / active EE | $22,000 | $5,286+316.2% | $4,933+346.0% | $4,660+372.1% |
| Participant deferral / active EE | $963 | $8,428-88.6% | $8,070-88.1% | $6,688-85.6% |
| Admin fee / account holder | $3,283 | $15,044-78.2% | $12,998-74.7% | $13,397-75.5% |