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 | $132,563 | $94,625+40.1% | $116,228+14.1% | $84,808+56.3% |
| Participation rate | 98.8% | 70.4%+28.4pp | 74.6%+24.3pp | 68.3%+30.5pp |
| Annual return | 9.98% | 20.40%-10.4pp | 90.06%-80.1pp | 40.90%-30.9pp |
| Employer contribution / active EE | $46 | $2,347-98.1% | $2,994-98.5% | $2,631-98.3% |
| Participant deferral / active EE | $8,673 | $3,972+118.4% | $4,953+75.1% | $4,212+105.9% |
| Admin fee / account holder | $6,779 | $10,091-32.8% | $11,989-43.5% | $7,344-7.7% |