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 7-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 | $10,840 | $76,312-85.8% | $67,221-83.9% | $158,922-93.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 19.46% | 22.77%-3.3pp | 20.72%-1.3pp | 302.83%-283.4pp |
| Employer contribution / active EE | $1,191 | $4,476-73.4% | $3,723-68.0% | $4,761-75.0% |
| Participant deferral / active EE | $1,875 | $5,264-64.4% | $4,384-57.2% | $5,982-68.7% |
| Admin fee / account holder | $1,971 | $8,005-75.4% | $5,844-66.3% | $11,246-82.5% |