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 | $156,605 | $102,317+53.1% | $146,958+6.6% | $80,856+93.7% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.2%+15.9pp | 67.6%+30.4pp |
| Annual return | 4.63% | 134.76%-130.1pp | 418.34%-413.7pp | 35.59%-31.0pp |
| Employer contribution / active EE | $24,811 | $3,713+568.2% | $4,933+403.0% | $2,755+800.7% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $18,778 | $7,941+136.5% | $12,998+44.5% | $6,918+171.4% |