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 | $34,027 | $176,812-80.8% | $146,665-76.8% | $167,490-79.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.30% | 24.03%-15.7pp | 22.74%-14.4pp | 478.56%-470.3pp |
| Employer contribution / active EE | $5,836 | $5,160+13.1% | $4,136+41.1% | $4,837+20.6% |
| Participant deferral / active EE | $861 | $6,440-86.6% | $5,506-84.4% | $6,341-86.4% |
| Admin fee / account holder | $372 | $13,259-97.2% | $10,280-96.4% | $12,309-97.0% |