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 | $5,949 | $107,452-94.5% | $91,541-93.5% | $142,382-95.8% |
| Participation rate | 95.0% | 75.1%+19.9pp | 69.8%+25.2pp | 80.1%+14.9pp |
| Annual return | 15.14% | 22.06%-6.9pp | 20.50%-5.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,451 | $4,754-69.5% | $4,008-63.8% | $6,507-77.7% |
| Admin fee / account holder | $470 | $8,834-94.7% | $6,956-93.2% | $12,624-96.3% |