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 7-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 | $59,011 | $154,117-61.7% | $129,995-54.6% | $139,434-57.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 5.43% | 32.48%-27.0pp | -137.18%+142.6pp | 372.94%-367.5pp |
| Employer contribution / active EE | $2,126 | $5,289-59.8% | $4,320-50.8% | $4,751-55.3% |
| Participant deferral / active EE | $1,071 | $6,710-84.0% | $5,820-81.6% | $6,710-84.0% |
| Admin fee / account holder | $19,265 | $14,007+37.5% | $10,614+81.5% | $11,403+69.0% |