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 | $184,886 | $177,572+4.1% | $154,803+19.4% | $142,382+29.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.30% | 65.07%-57.8pp | 58.88%-51.6pp | 217.08%-209.8pp |
| Employer contribution / active EE | $3,713 | $4,810-22.8% | $4,305-13.8% | $4,299-13.6% |
| Participant deferral / active EE | $1,238 | $6,272-80.3% | $5,540-77.7% | $6,507-81.0% |
| Admin fee / account holder | $224,374 | $16,786+1236.7% | $14,329+1465.9% | $12,624+1677.4% |