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 | $234,642 | $115,770+102.7% | $101,248+131.7% | $158,922+47.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 1.56% | 56.14%-54.6pp | 46.47%-44.9pp | 302.83%-301.3pp |
| Employer contribution / active EE | $20,762 | $4,175+397.4% | $3,660+467.4% | $4,761+336.1% |
| Participant deferral / active EE | $0 | $4,957-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $65,982 | $7,245+810.7% | $5,945+1009.8% | $11,246+486.7% |