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 9-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 | $55,730 | $117,841-52.7% | $102,423-45.6% | $145,922-61.8% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 5.80% | 31.65%-25.9pp | 29.32%-23.5pp | 561.29%-555.5pp |
| Employer contribution / active EE | $1,190 | $3,615-67.1% | $3,023-60.7% | $4,660-74.5% |
| Participant deferral / active EE | $1,610 | $5,731-71.9% | $5,053-68.1% | $6,688-75.9% |
| Admin fee / account holder | $8,926 | $13,326-33.0% | $9,451-5.6% | $13,397-33.4% |