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 | $14,638 | $56,357-74.0% | $104,294-86.0% | $68,494-78.6% |
| Participation rate | 96.0% | 63.3%+32.7pp | 73.3%+22.7pp | 67.9%+28.1pp |
| Annual return | -16.56% | -9.19%-7.4pp | 24.61%-41.2pp | -7.84%-8.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,431 | $3,077+109.0% | $4,625+39.1% | $4,027+59.7% |
| Admin fee / account holder | $368 | $4,903-92.5% | $7,339-95.0% | $5,403-93.2% |