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 | $2,455 | $24,730-90.1% | $66,042-96.3% | $84,808-97.1% |
| Participation rate | 71.2% | 68.1%+3.1pp | 67.5%+3.6pp | 68.3%+2.8pp |
| Annual return | 8.99% | 79.55%-70.6pp | 52.11%-43.1pp | 40.90%-31.9pp |
| Employer contribution / active EE | $145 | $857-83.1% | $1,579-90.8% | $2,631-94.5% |
| Participant deferral / active EE | $824 | $1,737-52.5% | $2,835-70.9% | $4,212-80.4% |
| Admin fee / account holder | $847 | $3,014-71.9% | $5,747-85.3% | $7,344-88.5% |