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 | $21,327 | $102,317-79.2% | $146,958-85.5% | $80,856-73.6% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.2%-9.7pp | 67.6%+4.8pp |
| Annual return | 12.80% | 134.76%-122.0pp | 418.34%-405.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $658 | $3,713-82.3% | $4,933-86.7% | $2,755-76.1% |
| Participant deferral / active EE | $3,447 | $6,644-48.1% | $8,070-57.3% | $4,296-19.8% |
| Admin fee / account holder | $752 | $7,941-90.5% | $12,998-94.2% | $6,918-89.1% |