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 | $13,445 | $181,894-92.6% | $156,549-91.4% | $273,961-95.1% |
| Participation rate | 95.2% | 88.4%+6.9pp | 84.0%+11.2pp | 83.0%+12.2pp |
| Annual return | 9.49% | 30.74%-21.3pp | 32.23%-22.7pp | 41.45%-32.0pp |
| Employer contribution / active EE | $809 | $6,248-87.1% | $5,501-85.3% | $4,869-83.4% |
| Participant deferral / active EE | $1,902 | $5,550-65.7% | $4,871-60.9% | $5,287-64.0% |
| Admin fee / account holder | $2,105 | $15,559-86.5% | $13,027-83.8% | $10,132-79.2% |