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 4-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 | $5,171 | $106,515-95.1% | $96,683-94.7% | $139,434-96.3% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 43.59% | 38.43%+5.2pp | 35.69%+7.9pp | 372.94%-329.3pp |
| Employer contribution / active EE | $766 | $4,103-81.3% | $3,737-79.5% | $4,751-83.9% |
| Participant deferral / active EE | $2,560 | $5,454-53.1% | $4,878-47.5% | $6,710-61.8% |
| Admin fee / account holder | $549 | $7,877-93.0% | $6,730-91.8% | $11,403-95.2% |