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 | $36,309 | $81,460-55.4% | $103,333-64.9% | $80,856-55.1% |
| Participation rate | 87.2% | 66.8%+20.3pp | 74.5%+12.7pp | 67.6%+19.5pp |
| Annual return | 5.63% | 25.55%-19.9pp | 24.88%-19.2pp | 35.59%-30.0pp |
| Employer contribution / active EE | $335 | $3,105-89.2% | $3,868-91.4% | $2,755-87.9% |
| Participant deferral / active EE | $4,144 | $3,869+7.1% | $5,057-18.1% | $4,296-3.5% |
| Admin fee / account holder | $17,365 | $6,566+164.5% | $8,355+107.9% | $6,918+151.0% |