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 5-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 | $12,271 | $77,145-84.1% | $108,410-88.7% | $85,850-85.7% |
| Participation rate | 93.8% | 74.7%+19.1pp | 80.1%+13.6pp | 69.3%+24.4pp |
| Annual return | 333.69% | 44.54%+289.2pp | 905.27%-571.6pp | 318.53%+15.2pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,513 | $5,566-1.0% | $6,563-16.0% | $3,952+39.5% |
| Admin fee / account holder | $358 | $5,172-93.1% | $7,295-95.1% | $6,260-94.3% |