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 10-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 | $24,832 | $168,632-85.3% | $147,614-83.2% | $125,391-80.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 5.44% | 77.65%-72.2pp | 61.98%-56.5pp | 282.22%-276.8pp |
| Employer contribution / active EE | $813 | $6,252-87.0% | $5,564-85.4% | $4,866-83.3% |
| Participant deferral / active EE | $1,815 | $5,507-67.0% | $4,895-62.9% | $5,352-66.1% |
| Admin fee / account holder | $4,097 | $13,580-69.8% | $11,611-64.7% | $9,540-57.1% |