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 3-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 | $21,483 | $73,933-70.9% | $96,683-77.8% | $75,163-71.4% |
| Participation rate | 90.9% | 66.4%+24.5pp | 74.3%+16.6pp | 67.2%+23.7pp |
| Annual return | 9.39% | 26.70%-17.3pp | 35.69%-26.3pp | 160.62%-151.2pp |
| Employer contribution / active EE | $601 | $2,928-79.5% | $3,737-83.9% | $2,670-77.5% |
| Participant deferral / active EE | $3,333 | $3,659-8.9% | $4,878-31.7% | $4,125-19.2% |
| Admin fee / account holder | $11,641 | $5,216+123.2% | $6,730+73.0% | $5,651+106.0% |