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 | $26,650 | $57,016-53.3% | $84,966-68.6% | $80,856-67.0% |
| Participation rate | 86.1% | 56.3%+29.8pp | 67.5%+18.6pp | 67.6%+18.5pp |
| Annual return | 6.95% | 21.66%-14.7pp | 66.38%-59.4pp | 35.59%-28.6pp |
| Employer contribution / active EE | $3,255 | $1,798+81.1% | $2,727+19.4% | $2,755+18.2% |
| Participant deferral / active EE | $266 | $3,110-91.5% | $4,519-94.1% | $4,296-93.8% |
| Admin fee / account holder | $533 | $4,980-89.3% | $6,149-91.3% | $6,918-92.3% |