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 | $66,117 | $171,865-61.5% | $149,718-55.8% | $147,584-55.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 2.83% | 2113.22%-2110.4pp | 1501.63%-1498.8pp | 578.55%-575.7pp |
| Employer contribution / active EE | $2,271 | $6,275-63.8% | $5,445-58.3% | $4,876-53.4% |
| Participant deferral / active EE | $1,879 | $7,271-74.2% | $6,569-71.4% | $5,439-65.5% |
| Admin fee / account holder | $13,109 | $13,799-5.0% | $11,283+16.2% | $10,885+20.4% |