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 | $17,600 | $78,672-77.6% | $109,143-83.9% | $85,850-79.5% |
| Participation rate | 90.6% | 68.3%+22.4pp | 75.9%+14.7pp | 69.3%+21.3pp |
| Annual return | 15.91% | 25.09%-9.2pp | 25.75%-9.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,996 | $3,467+15.3% | $4,653-14.1% | $3,952+1.1% |
| Admin fee / account holder | $604 | $5,469-89.0% | $6,752-91.1% | $6,260-90.4% |