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 | $9,623 | $70,475-86.3% | $100,516-90.4% | $79,858-88.0% |
| Participation rate | 93.0% | 73.7%+19.3pp | 79.4%+13.6pp | 69.6%+23.3pp |
| Annual return | 78.17% | 21.90%+56.3pp | 30.89%+47.3pp | 31.71%+46.5pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,130 | $5,181-20.3% | $6,270-34.1% | $3,740+10.4% |
| Admin fee / account holder | $637 | $4,478-85.8% | $8,081-92.1% | $5,306-88.0% |