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 4-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 | $45,608 | $117,841-61.3% | $102,423-55.5% | $145,922-68.7% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 8.58% | 31.65%-23.1pp | 29.32%-20.7pp | 561.29%-552.7pp |
| Employer contribution / active EE | $412 | $3,615-88.6% | $3,023-86.4% | $4,660-91.2% |
| Participant deferral / active EE | $4,118 | $5,731-28.1% | $5,053-18.5% | $6,688-38.4% |
| Admin fee / account holder | $1,572 | $13,326-88.2% | $9,451-83.4% | $13,397-88.3% |