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 | $17,018 | $73,933-77.0% | $96,683-82.4% | $75,163-77.4% |
| Participation rate | 81.6% | 66.4%+15.2pp | 74.3%+7.3pp | 67.2%+14.4pp |
| Annual return | 15.77% | 26.70%-10.9pp | 35.69%-19.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,018 | $3,659-44.8% | $4,878-58.6% | $4,125-51.1% |
| Admin fee / account holder | $2,111 | $5,216-59.5% | $6,730-68.6% | $5,651-62.6% |