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 | $204,977 | $91,538+123.9% | $129,995+57.7% | $75,163+172.7% |
| Participation rate | 88.9% | 71.4%+17.5pp | 78.5%+10.4pp | 67.2%+21.7pp |
| Annual return | 9.41% | -631.11%+640.5pp | -137.18%+146.6pp | 160.62%-151.2pp |
| Employer contribution / active EE | $11,091 | $2,845+289.8% | $4,320+156.8% | $2,670+315.4% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $7,115 | $6,790+4.8% | $10,614-33.0% | $5,651+25.9% |