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 8-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 | $13,943 | $105,181-86.7% | $159,436-91.3% | $85,850-83.8% |
| Participation rate | 82.1% | 75.8%+6.3pp | 82.8%-0.8pp | 69.3%+12.7pp |
| Annual return | 16.43% | 45.07%-28.6pp | 263.57%-247.1pp | 318.53%-302.1pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,933 | $5,945-17.0% | $7,352-32.9% | $3,952+24.8% |
| Admin fee / account holder | $3,296 | $6,933-52.5% | $10,799-69.5% | $6,260-47.4% |