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 | $33,414 | $42,894-22.1% | $60,874-45.1% | $68,494-51.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -19.75% | -13.98%-5.8pp | 16.90%-36.6pp | -7.84%-11.9pp |
| Employer contribution / active EE | $8,012 | $1,978+305.0% | $2,701+196.6% | $2,596+208.6% |
| Participant deferral / active EE | $670 | $2,867-76.6% | $3,817-82.5% | $4,027-83.4% |
| Admin fee / account holder | $1,683 | $3,101-45.7% | $3,224-47.8% | $5,403-68.8% |