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 9-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 | $87,103 | $160,055-45.6% | $140,016-37.8% | $135,375-35.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.86% | 911.38%-924.2pp | 651.12%-664.0pp | 519.73%-532.6pp |
| Employer contribution / active EE | $2,843 | $6,420-55.7% | $5,606-49.3% | $4,779-40.5% |
| Participant deferral / active EE | $1,574 | $7,642-79.4% | $6,927-77.3% | $5,609-71.9% |
| Admin fee / account holder | $1,827 | $13,328-86.3% | $10,705-82.9% | $10,827-83.1% |