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 | $224,963 | $74,927+200.2% | $101,794+121.0% | $84,808+165.3% |
| Participation rate | 97.1% | 61.4%+35.7pp | 69.2%+27.9pp | 68.3%+28.8pp |
| Annual return | -1.61% | 18.70%-20.3pp | 30.53%-32.1pp | 40.90%-42.5pp |
| Employer contribution / active EE | $14,921 | $1,522+880.5% | $2,289+551.9% | $2,631+467.1% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $5,142 | $6,514-21.1% | $8,777-41.4% | $7,344-30.0% |