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 | $23,395 | $165,984-85.9% | $164,813-85.8% | $145,922-84.0% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 5.32% | 100.03%-94.7pp | 69.93%-64.6pp | 561.29%-556.0pp |
| Employer contribution / active EE | $956 | $5,273-81.9% | $4,341-78.0% | $4,660-79.5% |
| Participant deferral / active EE | $3,133 | $6,959-55.0% | $6,031-48.1% | $6,688-53.2% |
| Admin fee / account holder | $1,606 | $16,648-90.4% | $12,690-87.3% | $13,397-88.0% |