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 | $197,155 | $495,011-60.2% | $442,409-55.4% | $357,791-44.9% |
| Participation rate | 75.0% | 88.7%-13.7pp | 88.0%-13.0pp | 85.6%-10.6pp |
| Annual return | 12.33% | 92.83%-80.5pp | 90.53%-78.2pp | 396.79%-384.5pp |
| Employer contribution / active EE | $9,371 | $8,270+13.3% | $7,697+21.7% | $7,508+24.8% |
| Participant deferral / active EE | $0 | $7,613-100.0% | $7,555-100.0% | $5,521-100.0% |
| Admin fee / account holder | $8,721 | $60,147-85.5% | $51,603-83.1% | $28,387-69.3% |