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 3-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 | $21,844 | $106,584-79.5% | $101,326-78.4% | $142,382-84.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 5.35% | 36.93%-31.6pp | 36.82%-31.5pp | 217.08%-211.7pp |
| Employer contribution / active EE | $3,550 | $3,956-10.3% | $3,665-3.1% | $4,299-17.4% |
| Participant deferral / active EE | $876 | $8,297-89.4% | $7,994-89.0% | $6,507-86.5% |
| Admin fee / account holder | $398 | $11,446-96.5% | $11,185-96.4% | $12,624-96.8% |