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 | $61,094 | $131,893-53.7% | $303,047-79.8% | $116,875-47.7% |
| Participation rate | 89.3% | 79.5%+9.8pp | 87.1%+2.2pp | 74.5%+14.8pp |
| Annual return | 17.50% | 15.41%+2.1pp | 2.47%+15.0pp | 16.29%+1.2pp |
| Employer contribution / active EE | $808 | $3,467-76.7% | $7,418-89.1% | $3,288-75.4% |
| Participant deferral / active EE | $3,902 | $4,183-6.7% | $5,070-23.0% | $3,885+0.4% |
| Admin fee / account holder | $3,473 | $14,721-76.4% | $39,333-91.2% | $12,263-71.7% |