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 5-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 | $7,734 | $68,346-88.7% | $94,646-91.8% | $75,163-89.7% |
| Participation rate | 92.0% | 76.1%+15.9pp | 80.8%+11.2pp | 67.2%+24.8pp |
| Annual return | 17.32% | 616.93%-599.6pp | 156.71%-139.4pp | 160.62%-143.3pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,069 | $6,537-37.8% | $7,418-45.1% | $4,125-1.4% |
| Admin fee / account holder | $2,339 | $5,326-56.1% | $7,231-67.7% | $5,651-58.6% |