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 | $34,746 | $100,041-65.3% | $149,718-76.8% | $70,131-50.5% |
| Participation rate | 94.1% | 83.6%+10.5pp | 87.1%+7.0pp | 69.5%+24.6pp |
| Annual return | 16.89% | 27.43%-10.5pp | 1501.63%-1484.7pp | 73.14%-56.3pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,381 | $4,983+28.1% | $6,569-2.9% | $3,332+91.5% |
| Admin fee / account holder | $3,006 | $8,286-63.7% | $11,283-73.4% | $4,645-35.3% |