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 | $29,262 | $209,411-86.0% | $178,490-83.6% | $158,922-81.6% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 15.31% | 188.75%-173.4pp | 151.07%-135.8pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,016 | $5,706-82.2% | $5,011-79.7% | $4,761-78.7% |
| Participant deferral / active EE | $2,777 | $5,954-53.4% | $5,202-46.6% | $5,982-53.6% |
| Admin fee / account holder | $3,191 | $17,074-81.3% | $13,984-77.2% | $11,246-71.6% |