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 8-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 | $29,907 | $91,538-67.3% | $129,995-77.0% | $75,163-60.2% |
| Participation rate | 88.9% | 71.4%+17.5pp | 78.5%+10.4pp | 67.2%+21.7pp |
| Annual return | 11.42% | -631.11%+642.5pp | -137.18%+148.6pp | 160.62%-149.2pp |
| Employer contribution / active EE | $2,938 | $2,845+3.3% | $4,320-32.0% | $2,670+10.0% |
| Participant deferral / active EE | $1,808 | $4,341-58.3% | $5,820-68.9% | $4,125-56.2% |
| Admin fee / account holder | $8,233 | $6,790+21.2% | $10,614-22.4% | $5,651+45.7% |