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 10-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 | $43,671 | $176,056-75.2% | $159,436-72.6% | $167,490-73.9% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 2.33% | 331.75%-329.4pp | 263.57%-261.2pp | 478.56%-476.2pp |
| Employer contribution / active EE | $1,389 | $5,297-73.8% | $4,829-71.2% | $4,837-71.3% |
| Participant deferral / active EE | $1,611 | $7,750-79.2% | $7,352-78.1% | $6,341-74.6% |
| Admin fee / account holder | $1,169 | $12,554-90.7% | $10,799-89.2% | $12,309-90.5% |