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 | $168,861 | $99,985+68.9% | $146,665+15.1% | $85,850+96.7% |
| Participation rate | 94.4% | 73.1%+21.4pp | 80.1%+14.4pp | 69.3%+25.1pp |
| Annual return | 10.20% | 18.93%-8.7pp | 22.74%-12.5pp | 318.53%-308.3pp |
| Employer contribution / active EE | $11,705 | $2,559+357.5% | $4,136+183.0% | $2,565+356.3% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,350 | $7,702-30.5% | $10,280-48.0% | $6,260-14.5% |