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 6-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 | $23,589 | $138,347-82.9% | $184,203-87.2% | $80,856-70.8% |
| Participation rate | 89.9% | 83.9%+6.0pp | 86.8%+3.1pp | 67.6%+22.2pp |
| Annual return | 12.74% | 20.02%-7.3pp | 28.81%-16.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $799 | $4,850-83.5% | $6,427-87.6% | $2,755-71.0% |
| Participant deferral / active EE | $3,682 | $7,071-47.9% | $9,131-59.7% | $4,296-14.3% |
| Admin fee / account holder | $7,491 | $10,483-28.5% | $13,901-46.1% | $6,918+8.3% |