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 | $140,685 | $58,208+141.7% | $81,812+72.0% | $80,856+74.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 2.96% | 41.66%-38.7pp | 773.79%-770.8pp | 35.59%-32.6pp |
| Employer contribution / active EE | $6,310 | $2,340+169.7% | $2,912+116.7% | $2,755+129.0% |
| Participant deferral / active EE | $0 | $3,281-100.0% | $4,319-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,544 | $4,981-69.0% | $7,386-79.1% | $6,918-77.7% |