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 3-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 | $15,290 | $80,673-81.0% | $101,326-84.9% | $84,808-82.0% |
| Participation rate | 93.5% | 77.8%+15.8pp | 81.5%+12.1pp | 68.3%+25.2pp |
| Annual return | 346.91% | 38.95%+308.0pp | 36.82%+310.1pp | 40.90%+306.0pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,492 | $6,840-5.1% | $7,994-18.8% | $4,212+54.2% |
| Admin fee / account holder | $731 | $12,784-94.3% | $11,185-93.5% | $7,344-90.0% |