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 6-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 | $40,631 | $54,762-25.8% | $90,281-55.0% | $72,985-44.3% |
| Participation rate | 75.9% | 65.1%+10.7pp | 73.3%+2.6pp | 69.5%+6.4pp |
| Annual return | 13.41% | 30.63%-17.2pp | 78.10%-64.7pp | 81.00%-67.6pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,253 | $2,887+81.9% | $3,885+35.2% | $3,607+45.6% |
| Admin fee / account holder | $402 | $3,972-89.9% | $5,351-92.5% | $5,124-92.2% |