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 | $24,434 | $331,010-92.6% | $284,014-91.4% | $357,791-93.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 78.2%+21.8pp | 85.6%+14.4pp |
| Annual return | 12.41% | -7.54%+20.0pp | -6.84%+19.3pp | 396.79%-384.4pp |
| Employer contribution / active EE | $3,365 | $4,421-23.9% | $4,497-25.2% | $7,508-55.2% |
| Participant deferral / active EE | $0 | $4,180-100.0% | $5,463-100.0% | $5,521-100.0% |
| Admin fee / account holder | $3,289 | $15,699-79.0% | $16,425-80.0% | $28,387-88.4% |