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 | $170,832 | $89,753+90.3% | $107,525+58.9% | $84,808+101.4% |
| Participation rate | 97.8% | 68.1%+29.7pp | 75.1%+22.7pp | 68.3%+29.5pp |
| Annual return | 1.61% | 29.48%-27.9pp | 181.32%-179.7pp | 40.90%-39.3pp |
| Employer contribution / active EE | $5,041 | $3,113+61.9% | $3,754+34.3% | $2,631+91.6% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $15,676 | $7,222+117.1% | $8,919+75.8% | $7,344+113.5% |