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 | $61,754 | $201,272-69.3% | $184,203-66.5% | $145,922-57.7% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 6.48% | 29.00%-22.5pp | 28.81%-22.3pp | 561.29%-554.8pp |
| Employer contribution / active EE | $2,326 | $7,022-66.9% | $6,427-63.8% | $4,660-50.1% |
| Participant deferral / active EE | $2,372 | $9,806-75.8% | $9,131-74.0% | $6,688-64.5% |
| Admin fee / account holder | $101,477 | $16,364+520.1% | $13,901+630.0% | $13,397+657.5% |