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 6-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 | $18,177 | $87,013-79.1% | $106,213-82.9% | $80,856-77.5% |
| Participation rate | 96.1% | 70.4%+25.6pp | 75.3%+20.8pp | 67.6%+28.4pp |
| Annual return | 26.72% | 17.05%+9.7pp | 116.14%-89.4pp | 35.59%-8.9pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,416 | $3,986+111.1% | $5,016+67.8% | $4,296+95.9% |
| Admin fee / account holder | $5,190 | $8,431-38.5% | $11,033-53.0% | $6,918-25.0% |