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 7-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 | $21,845 | $183,519-88.1% | $155,509-86.0% | $145,922-85.0% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 4.06% | 61.17%-57.1pp | 64.67%-60.6pp | 561.29%-557.2pp |
| Employer contribution / active EE | $3,051 | $5,313-42.6% | $4,672-34.7% | $4,660-34.5% |
| Participant deferral / active EE | $285 | $6,462-95.6% | $5,626-94.9% | $6,688-95.7% |
| Admin fee / account holder | $943 | $19,313-95.1% | $15,912-94.1% | $13,397-93.0% |