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 4-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 | $15,643 | $104,475-85.0% | $159,436-90.2% | $79,386-80.3% |
| Participation rate | 84.5% | 76.6%+7.9pp | 82.8%+1.7pp | 70.7%+13.8pp |
| Annual return | 0.00% | 67.95%-68.0pp | 263.57%-263.6pp | 116.85%-116.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,890 | $6,467-39.9% | $7,352-47.1% | $4,046-3.8% |
| Admin fee / account holder | $415 | $711-41.7% | $10,799-96.2% | $626-33.8% |