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 | $72,387 | $201,272-64.0% | $184,203-60.7% | $145,922-50.4% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 5.61% | 29.00%-23.4pp | 28.81%-23.2pp | 561.29%-555.7pp |
| Employer contribution / active EE | $2,721 | $7,022-61.3% | $6,427-57.7% | $4,660-41.6% |
| Participant deferral / active EE | $2,890 | $9,806-70.5% | $9,131-68.4% | $6,688-56.8% |
| Admin fee / account holder | $9,761 | $16,364-40.3% | $13,901-29.8% | $13,397-27.1% |