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 | $34,904 | $181,894-80.8% | $156,549-77.7% | $273,961-87.3% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | -2.04% | 30.74%-32.8pp | 32.23%-34.3pp | 41.45%-43.5pp |
| Employer contribution / active EE | $3,669 | $6,248-41.3% | $5,501-33.3% | $4,869-24.6% |
| Participant deferral / active EE | $811 | $5,550-85.4% | $4,871-83.4% | $5,287-84.7% |
| Admin fee / account holder | $1,526 | $15,559-90.2% | $13,027-88.3% | $10,132-84.9% |