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 | $14,267 | $115,770-87.7% | $101,248-85.9% | $158,922-91.0% |
| Participation rate | 70.6% | 79.4%-8.8pp | 75.8%-5.2pp | 82.0%-11.4pp |
| Annual return | 12.13% | 56.14%-44.0pp | 46.47%-34.3pp | 302.83%-290.7pp |
| Employer contribution / active EE | $671 | $4,175-83.9% | $3,660-81.7% | $4,761-85.9% |
| Participant deferral / active EE | $3,479 | $4,957-29.8% | $4,370-20.4% | $5,982-41.8% |
| Admin fee / account holder | $4,910 | $7,245-32.2% | $5,945-17.4% | $11,246-56.3% |