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 | $113,582 | $114,381-0.7% | $107,525+5.6% | $142,382-20.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 9.61% | 242.71%-233.1pp | 181.32%-171.7pp | 217.08%-207.5pp |
| Employer contribution / active EE | $3,655 | $4,015-9.0% | $3,754-2.6% | $4,299-15.0% |
| Participant deferral / active EE | $98 | $5,564-98.2% | $5,116-98.1% | $6,507-98.5% |
| Admin fee / account holder | $3,961 | $9,860-59.8% | $8,919-55.6% | $12,624-68.6% |