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 7-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 | $3,600 | $54,705-93.4% | $71,209-94.9% | $84,808-95.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 7.95% | 35.90%-27.9pp | 282.51%-274.6pp | 40.90%-32.9pp |
| Employer contribution / active EE | $300 | $2,158-86.1% | $2,721-89.0% | $2,631-88.6% |
| Participant deferral / active EE | $424 | $3,030-86.0% | $4,175-89.8% | $4,212-89.9% |
| Admin fee / account holder | $2,944 | $4,863-39.5% | $5,349-45.0% | $7,344-59.9% |