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 8-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 | $40,719 | $43,327-6.0% | $59,878-32.0% | $64,186-36.6% |
| Participation rate | 88.4% | 69.2%+19.2pp | 74.7%+13.7pp | 69.6%+18.8pp |
| Annual return | -7.59% | -1.55%-6.0pp | 3.46%-11.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $5,362 | $2,028+164.3% | $2,722+97.0% | $2,381+125.2% |
| Participant deferral / active EE | $636 | $2,546-75.0% | $3,402-81.3% | $3,470-81.7% |
| Admin fee / account holder | $6,051 | $3,005+101.4% | $3,590+68.5% | $4,888+23.8% |