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 9-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 | $136,370 | $85,766+59.0% | $136,294+0.1% | $70,131+94.5% |
| Participation rate | 95.8% | 74.2%+21.7pp | 81.9%+13.9pp | 69.5%+26.3pp |
| Annual return | -5.84% | 31.45%-37.3pp | 5155.94%-5161.8pp | 73.14%-79.0pp |
| Employer contribution / active EE | $15,579 | $2,966+425.2% | $4,695+231.8% | $2,342+565.1% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11,541 | $5,420+112.9% | $9,243+24.9% | $4,645+148.4% |