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 | $6,737 | $64,707-89.6% | $112,228-94.0% | $68,494-90.2% |
| Participation rate | 90.2% | 67.2%+23.1pp | 75.1%+15.2pp | 67.9%+22.4pp |
| Annual return | -16.30% | -11.40%-4.9pp | 27.45%-43.7pp | -7.84%-8.5pp |
| Employer contribution / active EE | $402 | $2,746-85.3% | $3,635-88.9% | $2,596-84.5% |
| Participant deferral / active EE | $2,236 | $3,565-37.3% | $4,728-52.7% | $4,027-44.5% |
| Admin fee / account holder | $1,029 | $5,232-80.3% | $6,410-84.0% | $5,403-81.0% |