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 | $9,339 | $180,028-94.8% | $138,135-93.2% | $158,922-94.1% |
| Participation rate | 83.3% | 82.2%+1.1pp | 78.7%+4.6pp | 82.0%+1.4pp |
| Annual return | 19.27% | 21.68%-2.4pp | 20.51%-1.2pp | 302.83%-283.6pp |
| Employer contribution / active EE | $772 | $7,470-89.7% | $5,587-86.2% | $4,761-83.8% |
| Participant deferral / active EE | $2,857 | $7,717-63.0% | $6,431-55.6% | $5,982-52.2% |
| Admin fee / account holder | $646 | $17,912-96.4% | $11,856-94.6% | $11,246-94.3% |