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 | $45,405 | $159,901-71.6% | $146,958-69.1% | $145,922-68.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.59% | 98.13%-89.5pp | 418.34%-409.7pp | 561.29%-552.7pp |
| Employer contribution / active EE | $1,755 | $5,286-66.8% | $4,933-64.4% | $4,660-62.3% |
| Participant deferral / active EE | $2,359 | $8,428-72.0% | $8,070-70.8% | $6,688-64.7% |
| Admin fee / account holder | $2,532 | $15,044-83.2% | $12,998-80.5% | $13,397-81.1% |