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 | $17,511 | $106,584-83.6% | $101,326-82.7% | $142,382-87.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 7.56% | 36.93%-29.4pp | 36.82%-29.3pp | 217.08%-209.5pp |
| Employer contribution / active EE | $552 | $3,956-86.0% | $3,665-84.9% | $4,299-87.2% |
| Participant deferral / active EE | $2,132 | $8,297-74.3% | $7,994-73.3% | $6,507-67.2% |
| Admin fee / account holder | $1,728 | $11,446-84.9% | $11,185-84.6% | $12,624-86.3% |