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 | $17,938 | $167,307-89.3% | $143,757-87.5% | $134,475-86.7% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -18.39% | 0.46%-18.8pp | -0.04%-18.3pp | 417.96%-436.4pp |
| Employer contribution / active EE | $833 | $5,619-85.2% | $4,951-83.2% | $4,740-82.4% |
| Participant deferral / active EE | $3,724 | $6,446-42.2% | $5,637-33.9% | $6,400-41.8% |
| Admin fee / account holder | $3,844 | $18,088-78.7% | $14,673-73.8% | $11,426-66.4% |