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 | $208,434 | $135,952+53.3% | $123,892+68.2% | $273,961-23.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.81% | 56.63%-54.8pp | 47.52%-45.7pp | 41.45%-39.6pp |
| Employer contribution / active EE | $5,746 | $5,170+11.2% | $4,617+24.5% | $4,869+18.0% |
| Participant deferral / active EE | $1,938 | $6,343-69.4% | $5,984-67.6% | $5,287-63.3% |
| Admin fee / account holder | $1,966 | $9,817-80.0% | $8,357-76.5% | $10,132-80.6% |