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 | $21,302 | $177,572-88.0% | $154,803-86.2% | $142,382-85.0% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 6.58% | 65.07%-58.5pp | 58.88%-52.3pp | 217.08%-210.5pp |
| Employer contribution / active EE | $636 | $4,810-86.8% | $4,305-85.2% | $4,299-85.2% |
| Participant deferral / active EE | $2,620 | $6,272-58.2% | $5,540-52.7% | $6,507-59.7% |
| Admin fee / account holder | $627 | $16,786-96.3% | $14,329-95.6% | $12,624-95.0% |