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 | $19,986 | $72,492-72.4% | $87,100-77.1% | $72,985-72.6% |
| Participation rate | 93.9% | 72.8%+21.1pp | 76.9%+17.1pp | 69.5%+24.5pp |
| Annual return | 21.24% | 24.46%-3.2pp | 28.19%-6.9pp | 81.00%-59.8pp |
| Employer contribution / active EE | $355 | $1,894-81.3% | $2,521-85.9% | $2,440-85.5% |
| Participant deferral / active EE | $1,920 | $3,270-41.3% | $4,049-52.6% | $3,607-46.8% |
| Admin fee / account holder | $1,603 | $5,055-68.3% | $7,497-78.6% | $5,124-68.7% |