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 | $37,044 | $176,056-79.0% | $159,436-76.8% | $167,490-77.9% |
| Participation rate | 73.9% | 84.9%-11.0pp | 82.8%-8.9pp | 82.1%-8.2pp |
| Annual return | 9.88% | 331.75%-321.9pp | 263.57%-253.7pp | 478.56%-468.7pp |
| Employer contribution / active EE | $1,570 | $5,297-70.4% | $4,829-67.5% | $4,837-67.6% |
| Participant deferral / active EE | $2,541 | $7,750-67.2% | $7,352-65.4% | $6,341-59.9% |
| Admin fee / account holder | $11,096 | $12,554-11.6% | $10,799+2.8% | $12,309-9.9% |