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 | $7,037 | $167,307-95.8% | $143,757-95.1% | $134,475-94.8% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -12.27% | 0.46%-12.7pp | -0.04%-12.2pp | 417.96%-430.2pp |
| Employer contribution / active EE | $544 | $5,619-90.3% | $4,951-89.0% | $4,740-88.5% |
| Participant deferral / active EE | $2,321 | $6,446-64.0% | $5,637-58.8% | $6,400-63.7% |
| Admin fee / account holder | $924 | $18,088-94.9% | $14,673-93.7% | $11,426-91.9% |