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 | $34,914 | $209,832-83.4% | $189,513-81.6% | $167,490-79.2% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 5.30% | 748.27%-743.0pp | 555.15%-549.8pp | 478.56%-473.3pp |
| Employer contribution / active EE | $1,027 | $6,914-85.1% | $6,162-83.3% | $4,837-78.8% |
| Participant deferral / active EE | $11,971 | $8,935+34.0% | $8,221+45.6% | $6,341+88.8% |
| Admin fee / account holder | $1,913 | $14,293-86.6% | $12,045-84.1% | $12,309-84.5% |