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 | $100,517 | $245,885-59.1% | $198,754-49.4% | $357,791-71.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 85.6%+14.4pp |
| Annual return | 15.53% | 5953.41%-5937.9pp | 4947.04%-4931.5pp | 396.79%-381.3pp |
| Employer contribution / active EE | $550 | $4,089-86.6% | $4,008-86.3% | $7,508-92.7% |
| Participant deferral / active EE | $11,964 | $4,533+164.0% | $4,138+189.1% | $5,521+116.7% |
| Admin fee / account holder | $460 | $12,849-96.4% | $12,082-96.2% | $28,387-98.4% |