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 | $216,799 | $114,047+90.1% | $96,139+125.5% | $167,490+29.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 5.13% | 189.88%-184.7pp | 191.94%-186.8pp | 478.56%-473.4pp |
| Employer contribution / active EE | $22,364 | $3,427+552.6% | $2,797+699.6% | $4,837+362.3% |
| Participant deferral / active EE | $0 | $5,194-100.0% | $4,349-100.0% | $6,341-100.0% |
| Admin fee / account holder | $609 | $6,897-91.2% | $5,537-89.0% | $12,309-95.0% |