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 6-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 | $38,919 | $159,901-75.7% | $146,958-73.5% | $145,922-73.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.00% | 98.13%-92.1pp | 418.34%-412.3pp | 561.29%-555.3pp |
| Employer contribution / active EE | $577 | $5,286-89.1% | $4,933-88.3% | $4,660-87.6% |
| Participant deferral / active EE | $3,000 | $8,428-64.4% | $8,070-62.8% | $6,688-55.1% |
| Admin fee / account holder | $1,041 | $15,044-93.1% | $12,998-92.0% | $13,397-92.2% |