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 5-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 | $33,332 | $183,519-81.8% | $155,509-78.6% | $145,922-77.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 7.72% | 61.17%-53.4pp | 64.67%-56.9pp | 561.29%-553.6pp |
| Employer contribution / active EE | $1,025 | $5,313-80.7% | $4,672-78.1% | $4,660-78.0% |
| Participant deferral / active EE | $2,651 | $6,462-59.0% | $5,626-52.9% | $6,688-60.4% |
| Admin fee / account holder | $20,009 | $19,313+3.6% | $15,912+25.7% | $13,397+49.4% |