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 | $81,969 | $165,984-50.6% | $164,813-50.3% | $145,922-43.8% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 8.18% | 100.03%-91.9pp | 69.93%-61.8pp | 561.29%-553.1pp |
| Employer contribution / active EE | $409 | $5,273-92.2% | $4,341-90.6% | $4,660-91.2% |
| Participant deferral / active EE | $25,417 | $6,959+265.2% | $6,031+321.4% | $6,688+280.1% |
| Admin fee / account holder | $913 | $16,648-94.5% | $12,690-92.8% | $13,397-93.2% |