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 | $31,026 | $198,466-84.4% | $170,442-81.8% | $147,584-79.0% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 14.29% | 257.29%-243.0pp | 205.93%-191.6pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,164 | $6,184-81.2% | $5,433-78.6% | $4,876-76.1% |
| Participant deferral / active EE | $2,445 | $5,629-56.6% | $4,939-50.5% | $5,439-55.0% |
| Admin fee / account holder | $3,322 | $16,852-80.3% | $13,880-76.1% | $10,885-69.5% |