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 | $86,326 | $189,613-54.5% | $167,512-48.5% | $142,382-39.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 3.08% | 2024.68%-2021.6pp | 1615.79%-1612.7pp | 217.08%-214.0pp |
| Employer contribution / active EE | $19,611 | $4,349+350.9% | $3,882+405.2% | $4,299+356.2% |
| Participant deferral / active EE | $400 | $6,981-94.3% | $6,405-93.8% | $6,507-93.9% |
| Admin fee / account holder | $119,177 | $10,528+1032.0% | $9,769+1120.0% | $12,624+844.1% |