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 9-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 | $161,733 | $369,484-56.2% | $303,047-46.6% | $357,791-54.8% |
| Participation rate | 83.3% | 90.0%-6.7pp | 87.1%-3.8pp | 85.6%-2.3pp |
| Annual return | 12.67% | 0.42%+12.3pp | 2.47%+10.2pp | 396.79%-384.1pp |
| Employer contribution / active EE | $3,330 | $9,025-63.1% | $7,418-55.1% | $7,508-55.6% |
| Participant deferral / active EE | $12,330 | $5,439+126.7% | $5,070+143.2% | $5,521+123.3% |
| Admin fee / account holder | $21,161 | $49,137-56.9% | $39,333-46.2% | $28,387-25.5% |