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 | $118,364 | $105,998+11.7% | $92,233+28.3% | $147,584-19.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.29% | 50.05%-42.8pp | 176.28%-169.0pp | 578.55%-571.3pp |
| Employer contribution / active EE | $1,778 | $4,333-59.0% | $3,679-51.7% | $4,876-63.5% |
| Participant deferral / active EE | $118 | $4,478-97.4% | $3,897-97.0% | $5,439-97.8% |
| Admin fee / account holder | $2,817 | $6,332-55.5% | $5,194-45.8% | $10,885-74.1% |