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.
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 | $52,506 | $72,277-27.4% | $101,248-48.1% | $79,858-34.3% |
| Participation rate | 84.6% | 68.5%+16.2pp | 75.8%+8.8pp | 69.6%+15.0pp |
| Annual return | 4.15% | 22.30%-18.1pp | 46.47%-42.3pp | 31.71%-27.6pp |
| Employer contribution / active EE | $317 | $2,692-88.2% | $3,660-91.3% | $2,471-87.2% |
| Participant deferral / active EE | $2,508 | $3,282-23.6% | $4,370-42.6% | $3,740-32.9% |
| Admin fee / account holder | $410 | $4,400-90.7% | $5,945-93.1% | $5,306-92.3% |