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 8-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 | $14,187 | $209,411-93.2% | $178,490-92.1% | $158,922-91.1% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 18.67% | 188.75%-170.1pp | 151.07%-132.4pp | 302.83%-284.2pp |
| Employer contribution / active EE | $831 | $5,706-85.4% | $5,011-83.4% | $4,761-82.5% |
| Participant deferral / active EE | $2,846 | $5,954-52.2% | $5,202-45.3% | $5,982-52.4% |
| Admin fee / account holder | $989 | $17,074-94.2% | $13,984-92.9% | $11,246-91.2% |