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 8-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 | $10,965 | $209,411-94.8% | $178,490-93.9% | $158,922-93.1% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 24.75% | 188.75%-164.0pp | 151.07%-126.3pp | 302.83%-278.1pp |
| Employer contribution / active EE | $1,151 | $5,706-79.8% | $5,011-77.0% | $4,761-75.8% |
| Participant deferral / active EE | $2,225 | $5,954-62.6% | $5,202-57.2% | $5,982-62.8% |
| Admin fee / account holder | $1,715 | $17,074-90.0% | $13,984-87.7% | $11,246-84.8% |