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 | $95,864 | $171,865-44.2% | $149,718-36.0% | $147,584-35.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 3.92% | 2113.22%-2109.3pp | 1501.63%-1497.7pp | 578.55%-574.6pp |
| Employer contribution / active EE | $2,461 | $6,275-60.8% | $5,445-54.8% | $4,876-49.5% |
| Participant deferral / active EE | $2,400 | $7,271-67.0% | $6,569-63.5% | $5,439-55.9% |
| Admin fee / account holder | $9,525 | $13,799-31.0% | $11,283-15.6% | $10,885-12.5% |