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 | $215,914 | $80,968+166.7% | $96,544+123.6% | $75,163+187.3% |
| Participation rate | 89.5% | 71.8%+17.7pp | 76.0%+13.5pp | 67.2%+22.3pp |
| Annual return | 0.04% | 27.06%-27.0pp | 25.84%-25.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $67 | $2,282-97.1% | $2,965-97.7% | $2,670-97.5% |
| Participant deferral / active EE | $5,912 | $3,928+50.5% | $4,851+21.9% | $4,125+43.3% |
| Admin fee / account holder | $3,679 | $6,724-45.3% | $8,252-55.4% | $5,651-34.9% |