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 6-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 | $20,606 | $150,187-86.3% | $120,354-82.9% | $145,922-85.9% |
| Participation rate | 94.7% | 78.8%+16.0pp | 71.9%+22.8pp | 80.3%+14.5pp |
| Annual return | 7.96% | 154.07%-146.1pp | 107.15%-99.2pp | 561.29%-553.3pp |
| Employer contribution / active EE | $771 | $4,348-82.3% | $3,463-77.7% | $4,660-83.4% |
| Participant deferral / active EE | $2,586 | $6,173-58.1% | $4,991-48.2% | $6,688-61.3% |
| Admin fee / account holder | $361 | $12,207-97.0% | $9,423-96.2% | $13,397-97.3% |