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 | $166,941 | $51,576+223.7% | $129,207+29.2% | $80,856+106.5% |
| Participation rate | 92.6% | 57.0%+35.6pp | 69.6%+23.0pp | 67.6%+25.0pp |
| Annual return | 5.03% | 20.81%-15.8pp | 9417.33%-9412.3pp | 35.59%-30.6pp |
| Employer contribution / active EE | $18,519 | $1,584+1069.3% | $4,153+345.9% | $2,755+572.2% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $4,168-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,349 | $4,305+1.0% | $7,715-43.6% | $6,918-37.1% |