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 | $90,483 | $65,365+38.4% | $92,893-2.6% | $72,985+24.0% |
| Participation rate | 97.1% | 68.3%+28.7pp | 76.0%+21.1pp | 69.5%+27.6pp |
| Annual return | 13.33% | 42.10%-28.8pp | 109.41%-96.1pp | 81.00%-67.7pp |
| Employer contribution / active EE | $9,924 | $2,594+282.6% | $3,653+171.7% | $2,440+306.8% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $9,682 | $4,251+127.7% | $5,794+67.1% | $5,124+88.9% |