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 | $51,608 | $189,613-72.8% | $167,512-69.2% | $142,382-63.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 6.45% | 2024.68%-2018.2pp | 1615.79%-1609.3pp | 217.08%-210.6pp |
| Employer contribution / active EE | $902 | $4,349-79.3% | $3,882-76.8% | $4,299-79.0% |
| Participant deferral / active EE | $726 | $6,981-89.6% | $6,405-88.7% | $6,507-88.8% |
| Admin fee / account holder | $1,118 | $10,528-89.4% | $9,769-88.6% | $12,624-91.1% |