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 | $12,180 | $114,381-89.4% | $107,525-88.7% | $142,382-91.4% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | -12.08% | 242.71%-254.8pp | 181.32%-193.4pp | 217.08%-229.2pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $807 | $5,564-85.5% | $5,116-84.2% | $6,507-87.6% |
| Admin fee / account holder | $3,981 | $9,860-59.6% | $8,919-55.4% | $12,624-68.5% |