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 | $135,002 | $153,772-12.2% | $133,980+0.8% | $273,961-50.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.84% | 36.51%-34.7pp | 29.30%-27.5pp | 41.45%-39.6pp |
| Employer contribution / active EE | $1,598 | $6,029-73.5% | $5,211-69.3% | $4,869-67.2% |
| Participant deferral / active EE | $2,096 | $6,958-69.9% | $6,282-66.6% | $5,287-60.4% |
| Admin fee / account holder | $12,077 | $11,765+2.7% | $9,324+29.5% | $10,132+19.2% |