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 | $14,644 | $83,902-82.5% | $167,512-91.3% | $84,808-82.7% |
| Participation rate | 83.6% | 66.5%+17.1pp | 77.1%+6.5pp | 68.3%+15.3pp |
| Annual return | 20.11% | 91.55%-71.4pp | 1615.79%-1595.7pp | 40.90%-20.8pp |
| Employer contribution / active EE | $13 | $2,264-99.4% | $3,882-99.7% | $2,631-99.5% |
| Participant deferral / active EE | $4,105 | $4,442-7.6% | $6,405-35.9% | $4,212-2.5% |
| Admin fee / account holder | $833 | $7,915-89.5% | $9,769-91.5% | $7,344-88.7% |