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 4-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 | $100,179 | $61,156+63.8% | $185,823-46.1% | $79,386+26.2% |
| Participation rate | 85.7% | 66.6%+19.1pp | 81.7%+4.0pp | 70.7%+15.0pp |
| Annual return | 1.74% | 19.45%-17.7pp | 122.05%-120.3pp | 116.85%-115.1pp |
| Employer contribution / active EE | $303 | $2,321-86.9% | $5,167-94.1% | $2,427-87.5% |
| Participant deferral / active EE | $1,467 | $2,789-47.4% | $5,568-73.6% | $4,046-63.7% |
| Admin fee / account holder | $37,964 | $710+5250.3% | $16,237+133.8% | $626+5960.3% |