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 | $138,568 | $172,478-19.7% | $145,661-4.9% | $142,382-2.7% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.2%-2.2pp | 80.1%-5.1pp |
| Annual return | 6.41% | 151.09%-144.7pp | 101.46%-95.1pp | 217.08%-210.7pp |
| Employer contribution / active EE | $1,812 | $4,899-63.0% | $4,238-57.2% | $4,299-57.9% |
| Participant deferral / active EE | $1,812 | $8,348-78.3% | $7,198-74.8% | $6,507-72.2% |
| Admin fee / account holder | $1,156 | $16,864-93.1% | $12,466-90.7% | $12,624-90.8% |