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 | $44,775 | $83,477-46.4% | $125,175-64.2% | $72,985-38.7% |
| Participation rate | 81.1% | 73.3%+7.8pp | 79.8%+1.3pp | 69.5%+11.6pp |
| Annual return | 15.10% | 25.78%-10.7pp | 43.79%-28.7pp | 81.00%-65.9pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,864 | $3,585-48.0% | $4,937-62.2% | $3,607-48.3% |
| Admin fee / account holder | $1,990 | $5,517-63.9% | $9,702-79.5% | $5,124-61.2% |