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 | $38,546 | $85,202-54.8% | $172,739-77.7% | $72,985-47.2% |
| Participation rate | 86.7% | 70.1%+16.6pp | 82.6%+4.0pp | 69.5%+17.2pp |
| Annual return | 14.24% | 27.32%-13.1pp | 802.84%-788.6pp | 81.00%-66.8pp |
| Employer contribution / active EE | $2,033 | $3,324-38.9% | $5,143-60.5% | $2,440-16.7% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $465 | $5,884-92.1% | $13,954-96.7% | $5,124-90.9% |