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 | $59,501 | $127,065-53.2% | $113,168-47.4% | $142,382-58.2% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 9.25% | 24.03%-14.8pp | 24.27%-15.0pp | 217.08%-207.8pp |
| Employer contribution / active EE | $1,306 | $3,442-62.0% | $2,975-56.1% | $4,299-69.6% |
| Participant deferral / active EE | $1,557 | $5,716-72.8% | $5,107-69.5% | $6,507-76.1% |
| Admin fee / account holder | $4,358 | $15,736-72.3% | $12,068-63.9% | $12,624-65.5% |