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 | $20,209 | $89,753-77.5% | $107,525-81.2% | $84,808-76.2% |
| Participation rate | 82.1% | 68.1%+14.0pp | 75.1%+7.0pp | 68.3%+13.7pp |
| Annual return | 12.97% | 29.48%-16.5pp | 181.32%-168.4pp | 40.90%-27.9pp |
| Employer contribution / active EE | $71 | $3,113-97.7% | $3,754-98.1% | $2,631-97.3% |
| Participant deferral / active EE | $2,533 | $4,056-37.6% | $5,116-50.5% | $4,212-39.9% |
| Admin fee / account holder | $2,681 | $7,222-62.9% | $8,919-69.9% | $7,344-63.5% |