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 8-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 | $18,782 | $148,534-87.4% | $135,903-86.2% | $139,434-86.5% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 8.19% | 79.19%-71.0pp | 68.23%-60.0pp | 372.94%-364.8pp |
| Employer contribution / active EE | $1,534 | $5,243-70.7% | $4,856-68.4% | $4,751-67.7% |
| Participant deferral / active EE | $2,388 | $8,100-70.5% | $7,758-69.2% | $6,710-64.4% |
| Admin fee / account holder | $2,523 | $12,400-79.7% | $10,762-76.6% | $11,403-77.9% |