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 | $26,935 | $217,402-87.6% | $185,823-85.5% | $167,490-83.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.72% | 148.36%-128.6pp | 122.05%-102.3pp | 478.56%-458.8pp |
| Employer contribution / active EE | $1,176 | $5,873-80.0% | $5,167-77.2% | $4,837-75.7% |
| Participant deferral / active EE | $3,078 | $6,356-51.6% | $5,568-44.7% | $6,341-51.5% |
| Admin fee / account holder | $4,679 | $19,811-76.4% | $16,237-71.2% | $12,309-62.0% |