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 | $22,604 | $65,703-65.6% | $94,224-76.0% | $59,632-62.1% |
| Participation rate | 73.5% | 72.1%+1.3pp | 78.8%-5.3pp | 68.7%+4.8pp |
| Annual return | -0.65% | 5.22%-5.9pp | 10.68%-11.3pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $301 | $2,021-85.1% | $3,587-91.6% | $2,203-86.3% |
| Participant deferral / active EE | $1,960 | $3,143-37.6% | $4,320-54.6% | $3,192-38.6% |
| Admin fee / account holder | $319 | $4,264-92.5% | $6,269-94.9% | $4,297-92.6% |