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 9-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 | $148,518 | $71,050+109.0% | $93,606+58.7% | $80,856+83.7% |
| Participation rate | 93.8% | 60.4%+33.3pp | 68.7%+25.0pp | 67.6%+26.1pp |
| Annual return | -1.19% | 11.26%-12.4pp | 133.20%-134.4pp | 35.59%-36.8pp |
| Employer contribution / active EE | $738 | $1,564-52.8% | $2,420-69.5% | $2,755-73.2% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $12,812 | $6,945+84.5% | $8,285+54.6% | $6,918+85.2% |