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 | $198,390 | $96,484+105.6% | $156,263+27.0% | $74,304+167.0% |
| Participation rate | 74.0% | 67.7%+6.3pp | 78.9%-4.9pp | 60.3%+13.7pp |
| Annual return | 6.45% | 17.73%-11.3pp | 59.47%-53.0pp | 29.43%-23.0pp |
| Employer contribution / active EE | $478 | $2,528-81.1% | $4,333-89.0% | $2,241-78.7% |
| Participant deferral / active EE | $2,388 | $4,286-44.3% | $6,158-61.2% | $3,767-36.6% |
| Admin fee / account holder | $8,291 | $3,728+122.4% | $14,255-41.8% | $2,969+179.3% |