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 | $20,435 | $29,660-31.1% | $56,411-63.8% | $80,856-74.7% |
| Participation rate | 96.2% | 41.6%+54.6pp | 52.5%+43.8pp | 67.6%+28.6pp |
| Annual return | 8.08% | 35.23%-27.1pp | 1701.33%-1693.2pp | 35.59%-27.5pp |
| Employer contribution / active EE | $2,134 | $669+218.8% | $1,039+105.5% | $2,755-22.5% |
| Participant deferral / active EE | $0 | $1,226-100.0% | $1,952-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,336 | $2,428-45.0% | $2,829-52.8% | $6,918-80.7% |