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 3-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 | $91,129 | $60,022+51.8% | $88,946+2.5% | $84,808+7.5% |
| Participation rate | 80.5% | 57.8%+22.6pp | 68.8%+11.6pp | 68.3%+12.2pp |
| Annual return | 9.86% | 22.43%-12.6pp | 57.82%-48.0pp | 40.90%-31.0pp |
| Employer contribution / active EE | $10,853 | $1,703+537.4% | $2,555+324.8% | $2,631+312.5% |
| Participant deferral / active EE | $0 | $3,114-100.0% | $4,581-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,743 | $4,811-63.8% | $8,261-78.9% | $7,344-76.3% |