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 | $115,409 | $54,705+111.0% | $71,209+62.1% | $84,808+36.1% |
| Participation rate | 96.4% | 64.1%+32.4pp | 73.8%+22.7pp | 68.3%+28.1pp |
| Annual return | 8.93% | 35.90%-27.0pp | 282.51%-273.6pp | 40.90%-32.0pp |
| Employer contribution / active EE | $13,081 | $2,158+506.2% | $2,721+380.8% | $2,631+397.2% |
| Participant deferral / active EE | $407 | $3,030-86.6% | $4,175-90.3% | $4,212-90.3% |
| Admin fee / account holder | $25,109 | $4,863+416.3% | $5,349+369.4% | $7,344+241.9% |