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 | $69,463 | $88,751-21.7% | $81,812-15.1% | $145,922-52.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 3.51% | 1025.40%-1021.9pp | 773.79%-770.3pp | 561.29%-557.8pp |
| Employer contribution / active EE | $12,880 | $3,083+317.7% | $2,912+342.2% | $4,660+176.4% |
| Participant deferral / active EE | $300 | $4,643-93.5% | $4,319-93.1% | $6,688-95.5% |
| Admin fee / account holder | $33,333 | $8,415+296.1% | $7,386+351.3% | $13,397+148.8% |