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 | $5,758 | $70,475-91.8% | $100,516-94.3% | $79,858-92.8% |
| Participation rate | 79.3% | 73.7%+5.7pp | 79.4%-0.1pp | 69.6%+9.7pp |
| Annual return | 810.97% | 21.90%+789.1pp | 30.89%+780.1pp | 31.71%+779.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,134 | $5,181-39.5% | $6,270-50.0% | $3,740-16.2% |
| Admin fee / account holder | $1,055 | $4,478-76.4% | $8,081-86.9% | $5,306-80.1% |