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 9-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 | $21,630 | $77,899-72.2% | $149,673-85.5% | $75,163-71.2% |
| Participation rate | 79.7% | 65.6%+14.1pp | 78.8%+0.9pp | 67.2%+12.5pp |
| Annual return | 11.01% | 31.72%-20.7pp | 134.42%-123.4pp | 160.62%-149.6pp |
| Employer contribution / active EE | $344 | $3,137-89.0% | $4,818-92.9% | $2,670-87.1% |
| Participant deferral / active EE | $2,020 | $3,411-40.8% | $5,680-64.4% | $4,125-51.0% |
| Admin fee / account holder | $1,111 | $5,956-81.3% | $13,210-91.6% | $5,651-80.3% |