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 8-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 | $54,169 | $72,277-25.1% | $101,248-46.5% | $79,858-32.2% |
| Participation rate | 98.1% | 68.5%+29.7pp | 75.8%+22.3pp | 69.6%+28.5pp |
| Annual return | 9.36% | 22.30%-12.9pp | 46.47%-37.1pp | 31.71%-22.4pp |
| Employer contribution / active EE | $7,519 | $2,692+179.4% | $3,660+105.5% | $2,471+204.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,644 | $4,400-62.6% | $5,945-72.4% | $5,306-69.0% |