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 | $139,087 | $177,572-21.7% | $154,803-10.2% | $142,382-2.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.23% | 65.07%-53.8pp | 58.88%-47.7pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,438 | $4,810-70.1% | $4,305-66.6% | $4,299-66.6% |
| Participant deferral / active EE | $1,649 | $6,272-73.7% | $5,540-70.2% | $6,507-74.7% |
| Admin fee / account holder | $22,465 | $16,786+33.8% | $14,329+56.8% | $12,624+78.0% |