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 | $38,614 | $157,256-75.4% | $141,162-72.6% | $152,861-74.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 12.15% | 64.32%-52.2pp | 71.39%-59.2pp | 345.32%-333.2pp |
| Employer contribution / active EE | $938 | $5,261-82.2% | $4,735-80.2% | $4,762-80.3% |
| Participant deferral / active EE | $13,002 | $7,109+82.9% | $6,709+93.8% | $5,850+122.3% |
| Admin fee / account holder | $849 | $12,120-93.0% | $10,261-91.7% | $11,596-92.7% |