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 | $13,986 | $56,484-75.2% | $169,463-91.7% | $64,186-78.2% |
| Participation rate | 72.0% | 64.5%+7.5pp | 77.8%-5.8pp | 69.6%+2.4pp |
| Annual return | -6.92% | -1.55%-5.4pp | 1.83%-8.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,382 | $3,448-30.9% | $5,277-54.9% | $3,470-31.3% |
| Admin fee / account holder | $561 | $4,174-86.6% | $9,109-93.8% | $4,888-88.5% |