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 | $146,140 | $81,208+80.0% | $98,907+47.8% | $79,858+83.0% |
| Participation rate | 93.1% | 72.5%+20.6pp | 76.0%+17.1pp | 69.6%+23.5pp |
| Annual return | 9.06% | 60.99%-51.9pp | 196.43%-187.4pp | 31.71%-22.7pp |
| Employer contribution / active EE | $250 | $1,960-87.3% | $2,689-90.7% | $2,471-89.9% |
| Participant deferral / active EE | $5,176 | $3,265+58.5% | $4,244+22.0% | $3,740+38.4% |
| Admin fee / account holder | $1,410 | $6,013-76.6% | $6,642-78.8% | $5,306-73.4% |