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 8-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 | $29,564 | $159,602-81.5% | $150,045-80.3% | $142,382-79.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.19% | 70.24%-59.0pp | 62.55%-51.4pp | 217.08%-205.9pp |
| Employer contribution / active EE | $317 | $4,961-93.6% | $4,693-93.3% | $4,299-92.6% |
| Participant deferral / active EE | $4,895 | $8,310-41.1% | $7,997-38.8% | $6,507-24.8% |
| Admin fee / account holder | $5,862 | $14,846-60.5% | $13,435-56.4% | $12,624-53.6% |