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 | $55,648 | $135,952-59.1% | $123,892-55.1% | $273,961-79.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | -0.05% | 56.63%-56.7pp | 47.52%-47.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $965 | $5,170-81.3% | $4,617-79.1% | $4,869-80.2% |
| Participant deferral / active EE | $965 | $6,343-84.8% | $5,984-83.9% | $5,287-81.8% |
| Admin fee / account holder | $1,080 | $9,817-89.0% | $8,357-87.1% | $10,132-89.3% |