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 3-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 | $56,474 | $102,604-45.0% | $86,188-34.5% | $139,434-59.5% |
| Participation rate | 72.2% | 74.5%-2.3pp | 69.0%+3.3pp | 80.3%-8.1pp |
| Annual return | 5.91% | 1922.51%-1916.6pp | 1168.45%-1162.5pp | 372.94%-367.0pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,015 | $4,676-56.9% | $3,985-49.4% | $6,710-70.0% |
| Admin fee / account holder | $47,068 | $8,657+443.7% | $6,852+587.0% | $11,403+312.8% |