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 | $11,729 | $165,335-92.9% | $149,696-92.2% | $158,922-92.6% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 16.08% | 348.15%-332.1pp | 276.60%-260.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $699 | $5,103-86.3% | $4,644-84.9% | $4,761-85.3% |
| Participant deferral / active EE | $2,595 | $7,181-63.9% | $6,842-62.1% | $5,982-56.6% |
| Admin fee / account holder | $445 | $10,807-95.9% | $9,309-95.2% | $11,246-96.0% |