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 | $140,747 | $89,355+57.5% | $141,162-0.3% | $72,985+92.8% |
| Participation rate | 97.0% | 75.1%+21.9pp | 82.5%+14.5pp | 69.5%+27.5pp |
| Annual return | 8.53% | 111.85%-103.3pp | 71.39%-62.9pp | 81.00%-72.5pp |
| Employer contribution / active EE | $606 | $3,114-80.5% | $4,735-87.2% | $2,440-75.2% |
| Participant deferral / active EE | $6,726 | $5,418+24.1% | $6,709+0.2% | $3,607+86.4% |
| Admin fee / account holder | $2,816 | $5,958-52.7% | $10,261-72.6% | $5,124-45.0% |