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 9-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 | $25,330 | $42,894-40.9% | $60,874-58.4% | $68,494-63.0% |
| Participation rate | 74.3% | 66.8%+7.5pp | 73.1%+1.2pp | 67.9%+6.4pp |
| Annual return | -20.02% | -13.98%-6.0pp | 16.90%-36.9pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,604 | $1,978-18.9% | $2,701-40.6% | $2,596-38.2% |
| Participant deferral / active EE | $556 | $2,867-80.6% | $3,817-85.4% | $4,027-86.2% |
| Admin fee / account holder | $1,612 | $3,101-48.0% | $3,224-50.0% | $5,403-70.2% |