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 | $30,617 | $181,894-83.2% | $156,549-80.4% | $273,961-88.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.35% | 30.74%-19.4pp | 32.23%-20.9pp | 41.45%-30.1pp |
| Employer contribution / active EE | $1,093 | $6,248-82.5% | $5,501-80.1% | $4,869-77.6% |
| Participant deferral / active EE | $5,235 | $5,550-5.7% | $4,871+7.5% | $5,287-1.0% |
| Admin fee / account holder | $364 | $15,559-97.7% | $13,027-97.2% | $10,132-96.4% |