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 | $29,730 | $202,318-85.3% | $172,739-82.8% | $152,861-80.6% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 27.97% | 1029.65%-1001.7pp | 802.84%-774.9pp | 345.32%-317.3pp |
| Employer contribution / active EE | $1,212 | $5,856-79.3% | $5,143-76.4% | $4,762-74.6% |
| Participant deferral / active EE | $7,969 | $5,948+34.0% | $5,198+53.3% | $5,850+36.2% |
| Admin fee / account holder | $459 | $17,109-97.3% | $13,954-96.7% | $11,596-96.0% |