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 | $162,947 | $150,440+8.3% | $136,294+19.6% | $147,584+10.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.97% | 1049.08%-1042.1pp | 5155.94%-5149.0pp | 578.55%-571.6pp |
| Employer contribution / active EE | $5,036 | $5,256-4.2% | $4,695+7.3% | $4,876+3.3% |
| Participant deferral / active EE | $1,473 | $6,630-77.8% | $6,247-76.4% | $5,439-72.9% |
| Admin fee / account holder | $1,197 | $10,905-89.0% | $9,243-87.1% | $10,885-89.0% |