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 | $59,250 | $109,817-46.0% | $98,442-39.8% | $167,490-64.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 4.92% | 1956.69%-1951.8pp | 1492.73%-1487.8pp | 478.56%-473.6pp |
| Employer contribution / active EE | $4,286 | $3,224+32.9% | $2,960+44.8% | $4,837-11.4% |
| Participant deferral / active EE | $187 | $4,673-96.0% | $4,276-95.6% | $6,341-97.0% |
| Admin fee / account holder | $156,108 | $6,753+2211.8% | $5,949+2524.0% | $12,309+1168.2% |