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 5-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 | $39,796 | $159,602-75.1% | $150,045-73.5% | $142,382-72.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.79% | 70.24%-61.4pp | 62.55%-53.8pp | 217.08%-208.3pp |
| Employer contribution / active EE | $4,843 | $4,961-2.4% | $4,693+3.2% | $4,299+12.7% |
| Participant deferral / active EE | $2,400 | $8,310-71.1% | $7,997-70.0% | $6,507-63.1% |
| Admin fee / account holder | $340 | $14,846-97.7% | $13,435-97.5% | $12,624-97.3% |