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 | $7,834 | $157,256-95.0% | $141,162-94.5% | $152,861-94.9% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 43.20% | 64.32%-21.1pp | 71.39%-28.2pp | 345.32%-302.1pp |
| Employer contribution / active EE | $728 | $5,261-86.2% | $4,735-84.6% | $4,762-84.7% |
| Participant deferral / active EE | $4,261 | $7,109-40.1% | $6,709-36.5% | $5,850-27.2% |
| Admin fee / account holder | $635 | $12,120-94.8% | $10,261-93.8% | $11,596-94.5% |