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 7-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 | $35,451 | $117,841-69.9% | $102,423-65.4% | $145,922-75.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.98% | 31.65%-23.7pp | 29.32%-21.3pp | 561.29%-553.3pp |
| Employer contribution / active EE | $234 | $3,615-93.5% | $3,023-92.2% | $4,660-95.0% |
| Participant deferral / active EE | $5,243 | $5,731-8.5% | $5,053+3.8% | $6,688-21.6% |
| Admin fee / account holder | $10,430 | $13,326-21.7% | $9,451+10.4% | $13,397-22.1% |