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 | $28,112 | $109,413-74.3% | $156,263-82.0% | $84,808-66.9% |
| Participation rate | 82.9% | 72.7%+10.2pp | 78.9%+3.9pp | 68.3%+14.5pp |
| Annual return | 19.13% | 20.18%-1.1pp | 59.47%-40.3pp | 40.90%-21.8pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,249 | $4,590-29.2% | $6,158-47.2% | $4,212-22.9% |
| Admin fee / account holder | $548 | $9,357-94.1% | $14,255-96.2% | $7,344-92.5% |