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 6-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 | $16,875 | $159,901-89.4% | $146,958-88.5% | $145,922-88.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.34% | 98.13%-84.8pp | 418.34%-405.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $903 | $5,286-82.9% | $4,933-81.7% | $4,660-80.6% |
| Participant deferral / active EE | $2,729 | $8,428-67.6% | $8,070-66.2% | $6,688-59.2% |
| Admin fee / account holder | $837 | $15,044-94.4% | $12,998-93.6% | $13,397-93.8% |