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 | $132,643 | $144,119-8.0% | $117,854+12.5% | $147,584-10.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 5.76% | 531.15%-525.4pp | 335.08%-329.3pp | 578.55%-572.8pp |
| Employer contribution / active EE | $1,040 | $4,896-78.8% | $3,786-72.5% | $4,876-78.7% |
| Participant deferral / active EE | $1,040 | $5,316-80.4% | $4,482-76.8% | $5,439-80.9% |
| Admin fee / account holder | $35,312 | $10,886+224.4% | $8,020+340.3% | $10,885+224.4% |