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 7-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 | $80,302 | $159,602-49.7% | $150,045-46.5% | $142,382-43.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.15% | 70.24%-63.1pp | 62.55%-55.4pp | 217.08%-209.9pp |
| Employer contribution / active EE | $1,802 | $4,961-63.7% | $4,693-61.6% | $4,299-58.1% |
| Participant deferral / active EE | $2,221 | $8,310-73.3% | $7,997-72.2% | $6,507-65.9% |
| Admin fee / account holder | $4,949 | $14,846-66.7% | $13,435-63.2% | $12,624-60.8% |