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 | $108,830 | $77,145+41.1% | $108,410+0.4% | $85,850+26.8% |
| Participation rate | 90.4% | 74.7%+15.7pp | 80.1%+10.3pp | 69.3%+21.1pp |
| Annual return | 7.39% | 44.54%-37.2pp | 905.27%-897.9pp | 318.53%-311.1pp |
| Employer contribution / active EE | $11,745 | $2,379+393.6% | $3,558+230.1% | $2,565+357.9% |
| Participant deferral / active EE | $0 | $5,566-100.0% | $6,563-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,081 | $5,172-79.1% | $7,295-85.2% | $6,260-82.7% |