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 | $96,902 | $72,400+33.8% | $67,502+43.6% | $145,922-33.6% |
| Participation rate | 84.6% | 76.9%+7.8pp | 72.9%+11.7pp | 80.3%+4.3pp |
| Annual return | 6.34% | 7182.46%-7176.1pp | 3512.12%-3505.8pp | 561.29%-554.9pp |
| Employer contribution / active EE | $6,273 | $3,069+104.4% | $2,731+129.7% | $4,660+34.6% |
| Participant deferral / active EE | $208 | $4,783-95.7% | $4,000-94.8% | $6,688-96.9% |
| Admin fee / account holder | $7,757 | $5,539+40.0% | $3,998+94.0% | $13,397-42.1% |