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 | $24,204 | $66,310-63.5% | $93,606-74.1% | $65,185-62.9% |
| Participation rate | 88.9% | 74.0%+14.9pp | 75.8%+13.1pp | 70.2%+18.7pp |
| Annual return | 20.46% | 42.58%-22.1pp | 32.76%-12.3pp | 29.38%-8.9pp |
| Employer contribution / active EE | $368 | $2,012-81.7% | $2,718-86.5% | $2,177-83.1% |
| Participant deferral / active EE | $2,843 | $3,342-14.9% | $4,069-30.1% | $3,514-19.1% |
| Admin fee / account holder | $5,916 | $6,897-14.2% | $7,888-25.0% | $847+598.4% |