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.)
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 | $190,174 | $495,011-61.6% | $442,409-57.0% | $357,791-46.8% |
| Participation rate | 84.2% | 88.7%-4.5pp | 88.0%-3.8pp | 85.6%-1.4pp |
| Annual return | 14.10% | 92.83%-78.7pp | 90.53%-76.4pp | 396.79%-382.7pp |
| Employer contribution / active EE | $8,635 | $8,270+4.4% | $7,697+12.2% | $7,508+15.0% |
| Participant deferral / active EE | $0 | $7,613-100.0% | $7,555-100.0% | $5,521-100.0% |
| Admin fee / account holder | $3,374 | $60,147-94.4% | $51,603-93.5% | $28,387-88.1% |