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 9-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,625 | $39,669-20.3% | $334,201-90.5% | $52,198-39.4% |
| Participation rate | 100.0% | 26.5%+73.5pp | 43.9%+56.1pp | 11.0%+89.0pp |
| Annual return | 20.90% | 8.11%+12.8pp | 9.84%+11.1pp | 8.23%+12.7pp |
| Employer contribution / active EE | $998 | $16,823-94.1% | $30,320-96.7% | $13,859-92.8% |
| Participant deferral / active EE | $1,930 | $33+5727.4% | $66+2820.4% | $61+3045.0% |
| Admin fee / account holder | $1,093 | $435+151.2% | $53,213-97.9% | $1,652-33.9% |