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 | $216,710 | $81,248+166.7% | $155,509+39.4% | $80,856+168.0% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 9.09% | 33.31%-24.2pp | 64.67%-55.6pp | 35.59%-26.5pp |
| Employer contribution / active EE | $25 | $3,100-99.2% | $4,672-99.5% | $2,755-99.1% |
| Participant deferral / active EE | $9,661 | $3,452+179.9% | $5,626+71.7% | $4,296+124.9% |
| Admin fee / account holder | $2,386 | $7,997-70.2% | $15,912-85.0% | $6,918-65.5% |