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 10-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 | $104,554 | $63,346+65.1% | $92,233+13.4% | $70,131+49.1% |
| Participation rate | 77.2% | 68.7%+8.5pp | 76.5%+0.7pp | 69.5%+7.7pp |
| Annual return | 8.28% | 530.12%-521.8pp | 176.28%-168.0pp | 73.14%-64.9pp |
| Employer contribution / active EE | $424 | $2,471-82.8% | $3,679-88.5% | $2,342-81.9% |
| Participant deferral / active EE | $2,442 | $2,854-14.4% | $3,897-37.3% | $3,332-26.7% |
| Admin fee / account holder | $6,467 | $3,840+68.4% | $5,194+24.5% | $4,645+39.2% |