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 | $117,735 | $148,534-20.7% | $135,903-13.4% | $139,434-15.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 9.65% | 79.19%-69.5pp | 68.23%-58.6pp | 372.94%-363.3pp |
| Employer contribution / active EE | $1,811 | $5,243-65.5% | $4,856-62.7% | $4,751-61.9% |
| Participant deferral / active EE | $2,264 | $8,100-72.1% | $7,758-70.8% | $6,710-66.3% |
| Admin fee / account holder | $2,293 | $12,400-81.5% | $10,762-78.7% | $11,403-79.9% |