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 3-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 | $17,156 | $114,381-85.0% | $107,525-84.0% | $142,382-88.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 4.42% | 242.71%-238.3pp | 181.32%-176.9pp | 217.08%-212.7pp |
| Employer contribution / active EE | $853 | $4,015-78.8% | $3,754-77.3% | $4,299-80.2% |
| Participant deferral / active EE | $1,385 | $5,564-75.1% | $5,116-72.9% | $6,507-78.7% |
| Admin fee / account holder | $128,151 | $9,860+1199.7% | $8,919+1336.9% | $12,624+915.2% |