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 | $80,680 | $165,335-51.2% | $149,696-46.1% | $158,922-49.2% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 4.08% | 348.15%-344.1pp | 276.60%-272.5pp | 302.83%-298.7pp |
| Employer contribution / active EE | $1,296 | $5,103-74.6% | $4,644-72.1% | $4,761-72.8% |
| Participant deferral / active EE | $1,508 | $7,181-79.0% | $6,842-78.0% | $5,982-74.8% |
| Admin fee / account holder | $619 | $10,807-94.3% | $9,309-93.3% | $11,246-94.5% |