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 | $35,524 | $96,305-63.1% | $80,569-55.9% | $139,434-74.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 0.53% | 1350.08%-1349.6pp | 935.43%-934.9pp | 372.94%-372.4pp |
| Employer contribution / active EE | $650 | $3,262-80.1% | $2,723-76.1% | $4,751-86.3% |
| Participant deferral / active EE | $660 | $5,232-87.4% | $4,447-85.2% | $6,710-90.2% |
| Admin fee / account holder | $1,149 | $6,599-82.6% | $5,377-78.6% | $11,403-89.9% |