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 | $29,919 | $168,632-82.3% | $147,614-79.7% | $125,391-76.1% |
| Participation rate | 95.0% | 88.8%+6.2pp | 84.6%+10.4pp | 83.2%+11.8pp |
| Annual return | -1.21% | 77.65%-78.9pp | 61.98%-63.2pp | 282.22%-283.4pp |
| Employer contribution / active EE | $1,132 | $6,252-81.9% | $5,564-79.7% | $4,866-76.7% |
| Participant deferral / active EE | $3,166 | $5,507-42.5% | $4,895-35.3% | $5,352-40.8% |
| Admin fee / account holder | $561 | $13,580-95.9% | $11,611-95.2% | $9,540-94.1% |