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 7-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 | $9,119 | $148,534-93.9% | $135,903-93.3% | $139,434-93.5% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 23.35% | 79.19%-55.8pp | 68.23%-44.9pp | 372.94%-349.6pp |
| Employer contribution / active EE | $910 | $5,243-82.6% | $4,856-81.3% | $4,751-80.9% |
| Participant deferral / active EE | $2,672 | $8,100-67.0% | $7,758-65.6% | $6,710-60.2% |
| Admin fee / account holder | $568 | $12,400-95.4% | $10,762-94.7% | $11,403-95.0% |