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 | $139,764 | $159,901-12.6% | $146,958-4.9% | $145,922-4.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.44% | 98.13%-93.7pp | 418.34%-413.9pp | 561.29%-556.8pp |
| Employer contribution / active EE | $3,818 | $5,286-27.8% | $4,933-22.6% | $4,660-18.1% |
| Participant deferral / active EE | $1,195 | $8,428-85.8% | $8,070-85.2% | $6,688-82.1% |
| Admin fee / account holder | $125,349 | $15,044+733.2% | $12,998+864.4% | $13,397+835.7% |