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 | $237,798 | $150,440+58.1% | $136,294+74.5% | $147,584+61.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 1.65% | 1049.08%-1047.4pp | 5155.94%-5154.3pp | 578.55%-576.9pp |
| Employer contribution / active EE | $2,456 | $5,256-53.3% | $4,695-47.7% | $4,876-49.6% |
| Participant deferral / active EE | $2,000 | $6,630-69.8% | $6,247-68.0% | $5,439-63.2% |
| Admin fee / account holder | $88,959 | $10,905+715.7% | $9,243+862.4% | $10,885+717.2% |