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 7-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 | $13,120 | $77,145-83.0% | $108,410-87.9% | $85,850-84.7% |
| Participation rate | 90.3% | 74.7%+15.7pp | 80.1%+10.2pp | 69.3%+21.0pp |
| Annual return | 29.80% | 44.54%-14.7pp | 905.27%-875.5pp | 318.53%-288.7pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,322 | $5,566-4.4% | $6,563-18.9% | $3,952+34.7% |
| Admin fee / account holder | $750 | $5,172-85.5% | $7,295-89.7% | $6,260-88.0% |