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 | $22,640 | $71,883-68.5% | $86,677-73.9% | $68,494-66.9% |
| Participation rate | 90.0% | 72.2%+17.8pp | 76.6%+13.4pp | 67.9%+22.1pp |
| Annual return | -18.49% | 3.52%-22.0pp | 35.91%-54.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $380 | $2,173-82.5% | $2,836-86.6% | $2,596-85.3% |
| Participant deferral / active EE | $2,491 | $3,779-34.1% | $4,656-46.5% | $4,027-38.1% |
| Admin fee / account holder | $4,447 | $6,112-27.2% | $7,493-40.7% | $5,403-17.7% |