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 9-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 | $23,408 | $209,411-88.8% | $178,490-86.9% | $158,922-85.3% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 14.39% | 188.75%-174.4pp | 151.07%-136.7pp | 302.83%-288.4pp |
| Employer contribution / active EE | $655 | $5,706-88.5% | $5,011-86.9% | $4,761-86.2% |
| Participant deferral / active EE | $2,786 | $5,954-53.2% | $5,202-46.4% | $5,982-53.4% |
| Admin fee / account holder | $1,300 | $17,074-92.4% | $13,984-90.7% | $11,246-88.4% |