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 | $141,583 | $89,355+58.5% | $141,162+0.3% | $72,985+94.0% |
| Participation rate | 98.4% | 75.1%+23.2pp | 82.5%+15.9pp | 69.5%+28.9pp |
| Annual return | 3.19% | 111.85%-108.7pp | 71.39%-68.2pp | 81.00%-77.8pp |
| Employer contribution / active EE | $15,345 | $3,114+392.7% | $4,735+224.1% | $2,440+528.9% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $25,966 | $5,958+335.8% | $10,261+153.0% | $5,124+406.7% |