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 4-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 | $14,129 | $106,584-86.7% | $101,326-86.1% | $142,382-90.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 7.35% | 36.93%-29.6pp | 36.82%-29.5pp | 217.08%-209.7pp |
| Employer contribution / active EE | $1,307 | $3,956-67.0% | $3,665-64.4% | $4,299-69.6% |
| Participant deferral / active EE | $1,695 | $8,297-79.6% | $7,994-78.8% | $6,507-74.0% |
| Admin fee / account holder | $5,820 | $11,446-49.2% | $11,185-48.0% | $12,624-53.9% |