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 5-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 | $64,099 | $159,901-59.9% | $146,958-56.4% | $145,922-56.1% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 9.59% | 98.13%-88.5pp | 418.34%-408.8pp | 561.29%-551.7pp |
| Employer contribution / active EE | $986 | $5,286-81.3% | $4,933-80.0% | $4,660-78.8% |
| Participant deferral / active EE | $5,355 | $8,428-36.5% | $8,070-33.6% | $6,688-19.9% |
| Admin fee / account holder | $412 | $15,044-97.3% | $12,998-96.8% | $13,397-96.9% |