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 | $36,897 | $70,756-47.9% | $65,493-43.7% | $142,382-74.1% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 10.52% | 1754.89%-1744.4pp | 982.45%-971.9pp | 217.08%-206.6pp |
| Employer contribution / active EE | $3,522 | $2,881+22.3% | $2,574+36.8% | $4,299-18.1% |
| Participant deferral / active EE | $0 | $4,637-100.0% | $3,961-100.0% | $6,507-100.0% |
| Admin fee / account holder | $737 | $6,559-88.8% | $5,028-85.3% | $12,624-94.2% |