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 | $14,545 | $62,586-76.8% | $76,768-81.1% | $64,186-77.3% |
| Participation rate | 97.9% | 72.8%+25.1pp | 77.0%+20.9pp | 69.6%+28.3pp |
| Annual return | -3.90% | -1.95%-2.0pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $304 | $1,832-83.4% | $2,485-87.8% | $2,381-87.2% |
| Participant deferral / active EE | $1,757 | $3,145-44.1% | $3,852-54.4% | $3,470-49.4% |
| Admin fee / account holder | $3,951 | $4,667-15.3% | $6,675-40.8% | $4,888-19.2% |