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 | $124,049 | $198,466-37.5% | $170,442-27.2% | $147,584-15.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -0.72% | 257.29%-258.0pp | 205.93%-206.7pp | 578.55%-579.3pp |
| Employer contribution / active EE | $12,957 | $6,184+109.5% | $5,433+138.5% | $4,876+165.7% |
| Participant deferral / active EE | $333 | $5,629-94.1% | $4,939-93.3% | $5,439-93.9% |
| Admin fee / account holder | $4,328 | $16,852-74.3% | $13,880-68.8% | $10,885-60.2% |