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 7-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 | $35,413 | $209,832-83.1% | $189,513-81.3% | $167,490-78.9% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 4.41% | 748.27%-743.9pp | 555.15%-550.7pp | 478.56%-474.1pp |
| Employer contribution / active EE | $1,200 | $6,914-82.6% | $6,162-80.5% | $4,837-75.2% |
| Participant deferral / active EE | $7,396 | $8,935-17.2% | $8,221-10.0% | $6,341+16.6% |
| Admin fee / account holder | $201,444 | $14,293+1309.3% | $12,045+1572.4% | $12,309+1536.6% |