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 7-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 | $18,405 | $81,460-77.4% | $103,333-82.2% | $80,856-77.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 20.35% | 25.55%-5.2pp | 24.88%-4.5pp | 35.59%-15.2pp |
| Employer contribution / active EE | $305 | $3,105-90.2% | $3,868-92.1% | $2,755-88.9% |
| Participant deferral / active EE | $3,642 | $3,869-5.9% | $5,057-28.0% | $4,296-15.2% |
| Admin fee / account holder | $887 | $6,566-86.5% | $8,355-89.4% | $6,918-87.2% |