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 | $102,331 | $63,346+61.5% | $92,233+10.9% | $70,131+45.9% |
| Participation rate | 97.2% | 68.7%+28.5pp | 76.5%+20.7pp | 69.5%+27.7pp |
| Annual return | 10.65% | 530.12%-519.5pp | 176.28%-165.6pp | 73.14%-62.5pp |
| Employer contribution / active EE | $9,503 | $2,471+284.6% | $3,679+158.3% | $2,342+305.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,754 | $3,840-54.3% | $5,194-66.2% | $4,645-62.2% |