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 | $143,411 | $115,882+23.8% | $100,516+42.7% | $158,922-9.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 7.26% | 34.79%-27.5pp | 30.89%-23.6pp | 302.83%-295.6pp |
| Employer contribution / active EE | $547 | $4,103-86.7% | $3,418-84.0% | $4,761-88.5% |
| Participant deferral / active EE | $684 | $6,674-89.8% | $6,270-89.1% | $5,982-88.6% |
| Admin fee / account holder | $50,030 | $10,995+355.0% | $8,081+519.1% | $11,246+344.9% |