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 5-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 | $11,900 | $185,822-93.6% | $169,993-93.0% | $139,434-91.5% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 29.29% | 60.50%-31.2pp | 53.37%-24.1pp | 372.94%-343.7pp |
| Employer contribution / active EE | $787 | $7,590-89.6% | $6,785-88.4% | $4,751-83.4% |
| Participant deferral / active EE | $4,075 | $11,622-64.9% | $10,408-60.8% | $6,710-39.3% |
| Admin fee / account holder | $781 | $15,381-94.9% | $12,815-93.9% | $11,403-93.1% |