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 | $75,372 | $148,978-49.4% | $200,582-62.4% | $84,808-11.1% |
| Participation rate | 77.4% | 84.2%-6.8pp | 86.9%-9.5pp | 68.3%+9.1pp |
| Annual return | -4.94% | 28.16%-33.1pp | 42.33%-47.3pp | 40.90%-45.8pp |
| Employer contribution / active EE | $13,172 | $4,815+173.6% | $6,419+105.2% | $2,631+400.7% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,879 | $13,977-65.1% | $16,305-70.1% | $7,344-33.6% |