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 4-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 | $5,347 | $110,261-95.2% | $95,745-94.4% | $139,434-96.2% |
| Participation rate | 73.9% | 75.8%-1.8pp | 72.3%+1.6pp | 80.3%-6.4pp |
| Annual return | 42.00% | 27.11%+14.9pp | 28.35%+13.6pp | 372.94%-330.9pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,024 | $4,676-13.9% | $4,245-5.2% | $6,710-40.0% |
| Admin fee / account holder | $430 | $6,613-93.5% | $5,678-92.4% | $11,403-96.2% |