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 | $13,624 | $100,754-86.5% | $86,677-84.3% | $134,475-89.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.49% | 29.04%-46.5pp | 35.91%-53.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $631 | $3,489-81.9% | $2,836-77.7% | $4,740-86.7% |
| Participant deferral / active EE | $1,755 | $5,338-67.1% | $4,656-62.3% | $6,400-72.6% |
| Admin fee / account holder | $950 | $10,926-91.3% | $7,493-87.3% | $11,426-91.7% |