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 | $3,050 | $48,230-93.7% | $67,502-95.5% | $80,856-96.2% |
| Participation rate | 75.8% | 66.4%+9.4pp | 72.9%+2.9pp | 67.6%+8.1pp |
| Annual return | 14.58% | 18.28%-3.7pp | 3512.12%-3497.5pp | 35.59%-21.0pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,062 | $2,924-63.7% | $4,000-73.4% | $4,296-75.3% |
| Admin fee / account holder | $5,550 | $3,681+50.8% | $3,998+38.8% | $6,918-19.8% |