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 | $74,871 | $98,240-23.8% | $82,313-9.0% | $147,584-49.3% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 3.14% | 30.85%-27.7pp | 25.88%-22.7pp | 578.55%-575.4pp |
| Employer contribution / active EE | $1,268 | $3,192-60.3% | $2,428-47.8% | $4,876-74.0% |
| Participant deferral / active EE | $593 | $4,383-86.5% | $3,706-84.0% | $5,439-89.1% |
| Admin fee / account holder | $31,785 | $8,563+271.2% | $5,608+466.8% | $10,885+192.0% |