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 | $65,203 | $117,841-44.7% | $102,423-36.3% | $145,922-55.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 7.65% | 31.65%-24.0pp | 29.32%-21.7pp | 561.29%-553.6pp |
| Employer contribution / active EE | $197 | $3,615-94.5% | $3,023-93.5% | $4,660-95.8% |
| Participant deferral / active EE | $8,100 | $5,731+41.3% | $5,053+60.3% | $6,688+21.1% |
| Admin fee / account holder | $419 | $13,326-96.9% | $9,451-95.6% | $13,397-96.9% |