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 | $10,658 | $89,355-88.1% | $141,162-92.4% | $72,985-85.4% |
| Participation rate | 87.8% | 75.1%+12.6pp | 82.5%+5.3pp | 69.5%+18.3pp |
| Annual return | 58.18% | 111.85%-53.7pp | 71.39%-13.2pp | 81.00%-22.8pp |
| Employer contribution / active EE | $4 | $3,114-99.9% | $4,735-99.9% | $2,440-99.8% |
| Participant deferral / active EE | $5,668 | $5,418+4.6% | $6,709-15.5% | $3,607+57.1% |
| Admin fee / account holder | $1,359 | $5,958-77.2% | $10,261-86.8% | $5,124-73.5% |