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 | $33,082 | $93,571-64.6% | $135,903-75.7% | $75,163-56.0% |
| Participation rate | 90.9% | 75.2%+15.7pp | 81.9%+9.0pp | 67.2%+23.7pp |
| Annual return | 14.60% | 30.90%-16.3pp | 68.23%-53.6pp | 160.62%-146.0pp |
| Employer contribution / active EE | $7,765 | $3,537+119.6% | $4,856+59.9% | $2,670+190.9% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,750 | $6,975-74.9% | $10,762-83.7% | $5,651-69.0% |