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 | $28,048 | $209,411-86.6% | $178,490-84.3% | $158,922-82.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.20% | 188.75%-180.5pp | 151.07%-142.9pp | 302.83%-294.6pp |
| Employer contribution / active EE | $374 | $5,706-93.4% | $5,011-92.5% | $4,761-92.1% |
| Participant deferral / active EE | $2,442 | $5,954-59.0% | $5,202-53.1% | $5,982-59.2% |
| Admin fee / account holder | $1,856 | $17,074-89.1% | $13,984-86.7% | $11,246-83.5% |