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 4-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 | $22,912 | $148,978-84.6% | $200,582-88.6% | $84,808-73.0% |
| Participation rate | 92.5% | 84.2%+8.2pp | 86.9%+5.6pp | 68.3%+24.1pp |
| Annual return | 77.42% | 28.16%+49.3pp | 42.33%+35.1pp | 40.90%+36.5pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,180 | $7,142+42.5% | $9,331+9.1% | $4,212+141.7% |
| Admin fee / account holder | $685 | $13,977-95.1% | $16,305-95.8% | $7,344-90.7% |