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 5-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 | $77,706 | $70,587+10.1% | $124,672-37.7% | $85,850-9.5% |
| Participation rate | 93.8% | 64.4%+29.3pp | 74.6%+19.1pp | 69.3%+24.4pp |
| Annual return | 10.01% | 20688.83%-20678.8pp | 5142.93%-5132.9pp | 318.53%-308.5pp |
| Employer contribution / active EE | $7,864 | $1,913+311.0% | $3,324+136.6% | $2,565+206.6% |
| Participant deferral / active EE | $1,099 | $2,969-63.0% | $4,614-76.2% | $3,952-72.2% |
| Admin fee / account holder | $5,644 | $5,282+6.9% | $7,493-24.7% | $6,260-9.8% |