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 5-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 | $3,409 | $87,540-96.1% | $75,781-95.5% | $125,391-97.3% |
| Participation rate | 88.9% | 80.2%+8.7pp | 75.8%+13.1pp | 83.2%+5.7pp |
| Annual return | -1.40% | 13.48%-14.9pp | 9.68%-11.1pp | 282.22%-283.6pp |
| Employer contribution / active EE | $137 | $3,930-96.5% | $3,323-95.9% | $4,866-97.2% |
| Participant deferral / active EE | $1,593 | $4,229-62.3% | $3,651-56.4% | $5,352-70.2% |
| Admin fee / account holder | $2,703 | $6,502-58.4% | $5,299-49.0% | $9,540-71.7% |