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 | $25,591 | $198,466-87.1% | $170,442-85.0% | $147,584-82.7% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 14.06% | 257.29%-243.2pp | 205.93%-191.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $537 | $6,184-91.3% | $5,433-90.1% | $4,876-89.0% |
| Participant deferral / active EE | $1,988 | $5,629-64.7% | $4,939-59.8% | $5,439-63.5% |
| Admin fee / account holder | $1,221 | $16,852-92.8% | $13,880-91.2% | $10,885-88.8% |