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 | $25,601 | $72,492-64.7% | $87,100-70.6% | $72,985-64.9% |
| Participation rate | 89.3% | 72.8%+16.5pp | 76.9%+12.4pp | 69.5%+19.8pp |
| Annual return | 21.71% | 24.46%-2.8pp | 28.19%-6.5pp | 81.00%-59.3pp |
| Employer contribution / active EE | $377 | $1,894-80.1% | $2,521-85.0% | $2,440-84.5% |
| Participant deferral / active EE | $2,815 | $3,270-13.9% | $4,049-30.5% | $3,607-22.0% |
| Admin fee / account holder | $768 | $5,055-84.8% | $7,497-89.8% | $5,124-85.0% |