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 | $181,243 | $105,998+71.0% | $92,233+96.5% | $147,584+22.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 5.32% | 50.05%-44.7pp | 176.28%-171.0pp | 578.55%-573.2pp |
| Employer contribution / active EE | $840 | $4,333-80.6% | $3,679-77.2% | $4,876-82.8% |
| Participant deferral / active EE | $1,071 | $4,478-76.1% | $3,897-72.5% | $5,439-80.3% |
| Admin fee / account holder | $1,203 | $6,332-81.0% | $5,194-76.8% | $10,885-89.0% |