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 8-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.
Employer 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 | $29,751 | $95,416-68.8% | $185,823-84.0% | $85,850-65.3% |
| Participation rate | 97.0% | 68.8%+28.2pp | 81.7%+15.3pp | 69.3%+27.7pp |
| Annual return | 10.47% | 23.59%-13.1pp | 122.05%-111.6pp | 318.53%-308.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,363 | $3,423+27.4% | $5,568-21.6% | $3,952+10.4% |
| Admin fee / account holder | $701 | $7,213-90.3% | $16,237-95.7% | $6,260-88.8% |