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 | $8,831 | $91,190-90.3% | $178,490-95.1% | $79,858-88.9% |
| Participation rate | 88.0% | 69.2%+18.8pp | 81.9%+6.1pp | 69.6%+18.4pp |
| Annual return | 22.01% | 24.19%-2.2pp | 151.07%-129.1pp | 31.71%-9.7pp |
| Employer contribution / active EE | $242 | $3,256-92.6% | $5,011-95.2% | $2,471-90.2% |
| Participant deferral / active EE | $1,821 | $3,236-43.7% | $5,202-65.0% | $3,740-51.3% |
| Admin fee / account holder | $1,149 | $6,751-83.0% | $13,984-91.8% | $5,306-78.3% |