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 7-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 | $4,363 | $83,908-94.8% | $68,509-93.6% | $125,391-96.5% |
| Participation rate | 79.2% | 78.2%+1.0pp | 74.7%+4.4pp | 83.2%-4.0pp |
| Annual return | 153.85% | 14.48%+139.4pp | 8.27%+145.6pp | 282.22%-128.4pp |
| Employer contribution / active EE | $362 | $3,031-88.1% | $2,278-84.1% | $4,866-92.6% |
| Participant deferral / active EE | $2,431 | $4,125-41.1% | $3,382-28.1% | $5,352-54.6% |
| Admin fee / account holder | $2,428 | $8,982-73.0% | $5,275-54.0% | $9,540-74.6% |