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 | $43,315 | $165,335-73.8% | $149,696-71.1% | $158,922-72.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.00% | 348.15%-341.1pp | 276.60%-269.6pp | 302.83%-295.8pp |
| Employer contribution / active EE | $1,304 | $5,103-74.4% | $4,644-71.9% | $4,761-72.6% |
| Participant deferral / active EE | $2,174 | $7,181-69.7% | $6,842-68.2% | $5,982-63.7% |
| Admin fee / account holder | $2,067 | $10,807-80.9% | $9,309-77.8% | $11,246-81.6% |