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 | $24,923 | $160,055-84.4% | $140,016-82.2% | $135,375-81.6% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -6.25% | 911.38%-917.6pp | 651.12%-657.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,004 | $6,420-84.4% | $5,606-82.1% | $4,779-79.0% |
| Participant deferral / active EE | $2,723 | $7,642-64.4% | $6,927-60.7% | $5,609-51.5% |
| Admin fee / account holder | $4,239 | $13,328-68.2% | $10,705-60.4% | $10,827-60.8% |