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 | $51,756 | $349,454-85.2% | $250,061-79.3% | $338,187-84.7% |
| Participation rate | 100.0% | 46.9%+53.1pp | 46.0%+54.0pp | 44.0%+56.0pp |
| Annual return | 11.71% | 7.41%+4.3pp | 7.82%+3.9pp | 13.05%-1.3pp |
| Employer contribution / active EE | $6,378 | $40,226-84.1% | $31,823-80.0% | $37,639-83.1% |
| Participant deferral / active EE | $3,439 | $170+1920.5% | $365+841.7% | $49+6956.0% |
| Admin fee / account holder | $3,738 | $31,499-88.1% | $18,503-79.8% | $30,864-87.9% |