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 | $197,589 | $102,317+93.1% | $146,958+34.5% | $80,856+144.4% |
| Participation rate | 86.7% | 75.8%+10.8pp | 82.2%+4.5pp | 67.6%+19.0pp |
| Annual return | 11.54% | 134.76%-123.2pp | 418.34%-406.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $303 | $3,713-91.8% | $4,933-93.8% | $2,755-89.0% |
| Participant deferral / active EE | $6,661 | $6,644+0.3% | $8,070-17.5% | $4,296+55.1% |
| Admin fee / account holder | $26,095 | $7,941+228.6% | $12,998+100.8% | $6,918+277.2% |