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 | $46,967 | $91,552-48.7% | $133,956-64.9% | $79,858-41.2% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.6%+10.4pp |
| Annual return | 3.31% | 61.85%-58.5pp | 45.09%-41.8pp | 31.71%-28.4pp |
| Employer contribution / active EE | $436 | $2,384-81.7% | $3,919-88.9% | $2,471-82.4% |
| Participant deferral / active EE | $2,165 | $3,733-42.0% | $5,048-57.1% | $3,740-42.1% |
| Admin fee / account holder | $11,731 | $6,321+85.6% | $8,927+31.4% | $5,306+121.1% |