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 | $19,222 | $126,574-84.8% | $106,213-81.9% | $145,922-86.8% |
| Participation rate | 91.7% | 77.6%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 1.33% | 224.79%-223.5pp | 116.14%-114.8pp | 561.29%-560.0pp |
| Employer contribution / active EE | $1,797 | $3,730-51.8% | $3,171-43.3% | $4,660-61.4% |
| Participant deferral / active EE | $929 | $5,724-83.8% | $5,016-81.5% | $6,688-86.1% |
| Admin fee / account holder | $7,890 | $17,304-54.4% | $11,033-28.5% | $13,397-41.1% |