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 7-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 | $133,803 | $152,587-12.3% | $125,175+6.9% | $152,861-12.5% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 5.82% | 54.84%-49.0pp | 43.79%-38.0pp | 345.32%-339.5pp |
| Employer contribution / active EE | $1,150 | $4,946-76.8% | $3,865-70.3% | $4,762-75.9% |
| Participant deferral / active EE | $1,508 | $5,868-74.3% | $4,937-69.4% | $5,850-74.2% |
| Admin fee / account holder | $2,334 | $13,434-82.6% | $9,702-75.9% | $11,596-79.9% |