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 | $4,672 | $349,454-98.7% | $250,061-98.1% | $338,187-98.6% |
| Participation rate | 100.0% | 46.9%+53.1pp | 46.0%+54.0pp | 44.0%+56.0pp |
| Annual return | 5.30% | 7.41%-2.1pp | 7.82%-2.5pp | 13.05%-7.7pp |
| Employer contribution / active EE | $839 | $40,226-97.9% | $31,823-97.4% | $37,639-97.8% |
| Participant deferral / active EE | $205 | $170+20.2% | $365-44.0% | $49+319.6% |
| Admin fee / account holder | $475 | $31,499-98.5% | $18,503-97.4% | $30,864-98.5% |