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 | $3,936 | $111,754-96.5% | $103,333-96.2% | $145,922-97.3% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 13.25% | 24.77%-11.5pp | 24.88%-11.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $666 | $4,212-84.2% | $3,868-82.8% | $4,660-85.7% |
| Participant deferral / active EE | $1,534 | $5,619-72.7% | $5,057-69.7% | $6,688-77.1% |
| Admin fee / account holder | $388 | $9,750-96.0% | $8,355-95.4% | $13,397-97.1% |