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 | $21,785 | $144,119-84.9% | $117,854-81.5% | $147,584-85.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 21.81% | 531.15%-509.3pp | 335.08%-313.3pp | 578.55%-556.7pp |
| Employer contribution / active EE | $743 | $4,896-84.8% | $3,786-80.4% | $4,876-84.8% |
| Participant deferral / active EE | $2,060 | $5,316-61.2% | $4,482-54.0% | $5,439-62.1% |
| Admin fee / account holder | $3,415 | $10,886-68.6% | $8,020-57.4% | $10,885-68.6% |