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 | $93,035 | $297,529-68.7% | $246,525-62.3% | $357,791-74.0% |
| Participation rate | 94.4% | 86.5%+7.9pp | 82.0%+12.5pp | 85.6%+8.8pp |
| Annual return | 14.87% | -2.25%+17.1pp | 0.46%+14.4pp | 396.79%-381.9pp |
| Employer contribution / active EE | $2,060 | $8,709-76.4% | $7,467-72.4% | $7,508-72.6% |
| Participant deferral / active EE | $15,286 | $6,076+151.6% | $5,422+181.9% | $5,521+176.9% |
| Admin fee / account holder | $3,322 | $16,212-79.5% | $16,551-79.9% | $28,387-88.3% |