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 | $4,318 | $54,705-92.1% | $71,209-93.9% | $84,808-94.9% |
| Participation rate | 79.5% | 64.1%+15.4pp | 73.8%+5.7pp | 68.3%+11.2pp |
| Annual return | 11.81% | 35.90%-24.1pp | 282.51%-270.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,548 | $3,030-48.9% | $4,175-62.9% | $4,212-63.3% |
| Admin fee / account holder | $2,191 | $4,863-54.9% | $5,349-59.0% | $7,344-70.2% |