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 | $19,990 | $54,705-63.5% | $71,209-71.9% | $84,808-76.4% |
| Participation rate | 75.7% | 64.1%+11.6pp | 73.8%+1.9pp | 68.3%+7.4pp |
| Annual return | 11.47% | 35.90%-24.4pp | 282.51%-271.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $654 | $3,030-78.4% | $4,175-84.3% | $4,212-84.5% |
| Admin fee / account holder | $1,829 | $4,863-62.4% | $5,349-65.8% | $7,344-75.1% |