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 4-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 | $4,264 | $74,888-94.3% | $71,209-94.0% | $142,382-97.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.27% | 345.14%-337.9pp | 282.51%-275.2pp | 217.08%-209.8pp |
| Employer contribution / active EE | $416 | $2,854-85.4% | $2,721-84.7% | $4,299-90.3% |
| Participant deferral / active EE | $520 | $4,454-88.3% | $4,175-87.5% | $6,507-92.0% |
| Admin fee / account holder | $3,208 | $5,568-42.4% | $5,349-40.0% | $12,624-74.6% |