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 | $124,882 | $150,440-17.0% | $136,294-8.4% | $147,584-15.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.52% | 1049.08%-1042.6pp | 5155.94%-5149.4pp | 578.55%-572.0pp |
| Employer contribution / active EE | $10,511 | $5,256+100.0% | $4,695+123.8% | $4,876+115.5% |
| Participant deferral / active EE | $1,319 | $6,630-80.1% | $6,247-78.9% | $5,439-75.7% |
| Admin fee / account holder | $1,312 | $10,905-88.0% | $9,243-85.8% | $10,885-87.9% |