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 | $28,530 | $79,449-64.1% | $189,557-84.9% | $85,850-66.8% |
| Participation rate | 87.9% | 66.0%+21.9pp | 78.4%+9.4pp | 69.3%+18.6pp |
| Annual return | 6.25% | 18.45%-12.2pp | 64.17%-57.9pp | 318.53%-312.3pp |
| Employer contribution / active EE | $2,292 | $2,081+10.1% | $4,412-48.1% | $2,565-10.7% |
| Participant deferral / active EE | $1,125 | $4,051-72.2% | $6,174-81.8% | $3,952-71.5% |
| Admin fee / account holder | $3,313 | $5,377-38.4% | $9,807-66.2% | $6,260-47.1% |