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 10-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 | $27,941 | $87,013-67.9% | $106,213-73.7% | $80,856-65.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 14.67% | 17.05%-2.4pp | 116.14%-101.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $370 | $2,395-84.5% | $3,171-88.3% | $2,755-86.6% |
| Participant deferral / active EE | $2,039 | $3,986-48.9% | $5,016-59.4% | $4,296-52.5% |
| Admin fee / account holder | $18,510 | $8,431+119.5% | $11,033+67.8% | $6,918+167.6% |