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 5-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 | $6,463 | $148,534-95.6% | $135,903-95.2% | $139,434-95.4% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 28.15% | 79.19%-51.0pp | 68.23%-40.1pp | 372.94%-344.8pp |
| Employer contribution / active EE | $993 | $5,243-81.1% | $4,856-79.6% | $4,751-79.1% |
| Participant deferral / active EE | $2,519 | $8,100-68.9% | $7,758-67.5% | $6,710-62.5% |
| Admin fee / account holder | $686 | $12,400-94.5% | $10,762-93.6% | $11,403-94.0% |