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 | $36,711 | $106,584-65.6% | $101,326-63.8% | $142,382-74.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 81.5%+6.0pp | 80.1%+7.4pp |
| Annual return | 12.57% | 36.93%-24.4pp | 36.82%-24.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $6,689 | $3,956+69.1% | $3,665+82.5% | $4,299+55.6% |
| Participant deferral / active EE | $991 | $8,297-88.1% | $7,994-87.6% | $6,507-84.8% |
| Admin fee / account holder | $558 | $11,446-95.1% | $11,185-95.0% | $12,624-95.6% |