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 5-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 | $97,421 | $159,602-39.0% | $150,045-35.1% | $142,382-31.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.48% | 70.24%-61.8pp | 62.55%-54.1pp | 217.08%-208.6pp |
| Employer contribution / active EE | $768 | $4,961-84.5% | $4,693-83.6% | $4,299-82.1% |
| Participant deferral / active EE | $21,689 | $8,310+161.0% | $7,997+171.2% | $6,507+233.3% |
| Admin fee / account holder | $676 | $14,846-95.4% | $13,435-95.0% | $12,624-94.6% |