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 | $130,644 | $72,012+81.4% | $185,823-29.7% | $79,858+63.6% |
| Participation rate | 82.9% | 65.8%+17.1pp | 78.0%+4.8pp | 69.6%+13.2pp |
| Annual return | 10.65% | 23.12%-12.5pp | 35.95%-25.3pp | 31.71%-21.1pp |
| Employer contribution / active EE | $5,206 | $1,965+165.0% | $4,087+27.4% | $2,471+110.7% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $5,632-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,905 | $4,513+8.7% | $9,500-48.4% | $5,306-7.6% |