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 | $236,237 | $179,726+31.4% | $156,263+51.2% | $142,382+65.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 7.00% | 77.86%-70.9pp | 59.47%-52.5pp | 217.08%-210.1pp |
| Employer contribution / active EE | $9,293 | $5,069+83.3% | $4,333+114.5% | $4,299+116.2% |
| Participant deferral / active EE | $705 | $6,956-89.9% | $6,158-88.6% | $6,507-89.2% |
| Admin fee / account holder | $35,819 | $17,272+107.4% | $14,255+151.3% | $12,624+183.7% |