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 6-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 | $7,498 | $70,669-89.4% | $169,368-95.6% | $75,163-90.0% |
| Participation rate | 80.0% | 64.8%+15.2pp | 77.1%+2.9pp | 67.2%+12.8pp |
| Annual return | 38.68% | 36.36%+2.3pp | 405.60%-366.9pp | 160.62%-121.9pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,921 | $4,311-32.2% | $6,221-53.1% | $4,125-29.2% |
| Admin fee / account holder | $743 | $5,402-86.2% | $9,003-91.7% | $5,651-86.8% |