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 | $78,069 | $114,237-31.7% | $119,258-34.5% | $167,490-53.4% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.7%-7.7pp | 82.1%-7.1pp |
| Annual return | 8.51% | 29.87%-21.4pp | 30.69%-22.2pp | 478.56%-470.0pp |
| Employer contribution / active EE | $1,868 | $4,481-58.3% | $4,384-57.4% | $4,837-61.4% |
| Participant deferral / active EE | $1,868 | $6,084-69.3% | $6,111-69.4% | $6,341-70.5% |
| Admin fee / account holder | $559 | $8,932-93.7% | $7,226-92.3% | $12,309-95.5% |