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 | $16,349 | $103,376-84.2% | $87,100-81.2% | $152,861-89.3% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.9%+4.9pp | 82.4%-0.6pp |
| Annual return | 37.16% | 28.10%+9.1pp | 28.19%+9.0pp | 345.32%-308.2pp |
| Employer contribution / active EE | $329 | $3,220-89.8% | $2,521-86.9% | $4,762-93.1% |
| Participant deferral / active EE | $2,061 | $4,778-56.9% | $4,049-49.1% | $5,850-64.8% |
| Admin fee / account holder | $566 | $12,205-95.4% | $7,497-92.5% | $11,596-95.1% |