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 | $134,312 | $90,348+48.7% | $75,972+76.8% | $145,922-8.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.24% | 620.88%-613.6pp | 359.55%-352.3pp | 561.29%-554.0pp |
| Employer contribution / active EE | $6,575 | $3,311+98.6% | $2,685+144.9% | $4,660+41.1% |
| Participant deferral / active EE | $918 | $5,162-82.2% | $4,255-78.4% | $6,688-86.3% |
| Admin fee / account holder | $5,841 | $8,467-31.0% | $6,467-9.7% | $13,397-56.4% |