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 | $84,752 | $72,400+17.1% | $67,502+25.6% | $145,922-41.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 3.91% | 7182.46%-7178.6pp | 3512.12%-3508.2pp | 561.29%-557.4pp |
| Employer contribution / active EE | $4,528 | $3,069+47.5% | $2,731+65.8% | $4,660-2.8% |
| Participant deferral / active EE | $796 | $4,783-83.4% | $4,000-80.1% | $6,688-88.1% |
| Admin fee / account holder | $64,002 | $5,539+1055.5% | $3,998+1501.0% | $13,397+377.7% |