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 | $94,955 | $183,963-48.4% | $162,163-41.4% | $152,861-37.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 6.12% | 150.76%-144.6pp | 115.59%-109.5pp | 345.32%-339.2pp |
| Employer contribution / active EE | $8,058 | $6,371+26.5% | $5,614+43.5% | $4,762+69.2% |
| Participant deferral / active EE | $2,682 | $8,034-66.6% | $7,298-63.2% | $5,850-54.2% |
| Admin fee / account holder | $7,953 | $13,121-39.4% | $10,843-26.6% | $11,596-31.4% |