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 | $99,905 | $181,894-45.1% | $156,549-36.2% | $273,961-63.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 1.09% | 30.74%-29.7pp | 32.23%-31.1pp | 41.45%-40.4pp |
| Employer contribution / active EE | $1,364 | $6,248-78.2% | $5,501-75.2% | $4,869-72.0% |
| Participant deferral / active EE | $1,526 | $5,550-72.5% | $4,871-68.7% | $5,287-71.1% |
| Admin fee / account holder | $3,390 | $15,559-78.2% | $13,027-74.0% | $10,132-66.5% |