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 | $11,019 | $77,314-85.7% | $177,989-93.8% | $80,856-86.4% |
| Participation rate | 84.1% | 65.7%+18.4pp | 77.1%+7.0pp | 67.6%+16.4pp |
| Annual return | 39.31% | 18.09%+21.2pp | 294.48%-255.2pp | 35.59%+3.7pp |
| Employer contribution / active EE | $7 | $2,292-99.7% | $3,949-99.8% | $2,755-99.8% |
| Participant deferral / active EE | $3,437 | $4,411-22.1% | $6,276-45.2% | $4,296-20.0% |
| Admin fee / account holder | $1,337 | $7,191-81.4% | $10,363-87.1% | $6,918-80.7% |