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 | $21,163 | $157,256-86.5% | $141,162-85.0% | $152,861-86.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.56% | 64.32%-40.8pp | 71.39%-47.8pp | 345.32%-321.8pp |
| Employer contribution / active EE | $375 | $5,261-92.9% | $4,735-92.1% | $4,762-92.1% |
| Participant deferral / active EE | $6,610 | $7,109-7.0% | $6,709-1.5% | $5,850+13.0% |
| Admin fee / account holder | $1,218 | $12,120-89.9% | $10,261-88.1% | $11,596-89.5% |