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 6-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 | $19,990 | $65,365-69.4% | $92,893-78.5% | $72,985-72.6% |
| Participation rate | 86.3% | 68.3%+18.0pp | 76.0%+10.3pp | 69.5%+16.8pp |
| Annual return | 4.43% | 42.10%-37.7pp | 109.41%-105.0pp | 81.00%-76.6pp |
| Employer contribution / active EE | $8,226 | $2,594+217.1% | $3,653+125.2% | $2,440+237.1% |
| Participant deferral / active EE | $88 | $3,128-97.2% | $4,236-97.9% | $3,607-97.6% |
| Admin fee / account holder | $3,302 | $4,251-22.3% | $5,794-43.0% | $5,124-35.6% |