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 | $16,221 | $180,449-91.0% | $154,107-89.5% | $135,375-88.0% |
| Participation rate | 72.7% | 87.4%-14.7pp | 83.0%-10.3pp | 82.6%-9.9pp |
| Annual return | -2.31% | 888.09%-890.4pp | 735.12%-737.4pp | 519.73%-522.0pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,128 | $5,806-11.7% | $5,081+0.9% | $5,609-8.6% |
| Admin fee / account holder | $10,092 | $16,143-37.5% | $13,411-24.7% | $10,827-6.8% |