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 4-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 | $12,359 | $96,305-87.2% | $80,569-84.7% | $139,434-91.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | -0.25% | 1350.08%-1350.3pp | 935.43%-935.7pp | 372.94%-373.2pp |
| Employer contribution / active EE | $7,603 | $3,262+133.1% | $2,723+179.1% | $4,751+60.0% |
| Participant deferral / active EE | $600 | $5,232-88.5% | $4,447-86.5% | $6,710-91.1% |
| Admin fee / account holder | $1,139 | $6,599-82.7% | $5,377-78.8% | $11,403-90.0% |