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 3-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 | $5,576 | $60,892-90.8% | $82,389-93.2% | $84,808-93.4% |
| Participation rate | 70.6% | 63.3%+7.3pp | 69.5%+1.0pp | 68.3%+2.3pp |
| Annual return | 22.06% | 37.29%-15.2pp | 28.67%-6.6pp | 40.90%-18.8pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,380 | $3,179-25.1% | $4,155-42.7% | $4,212-43.5% |
| Admin fee / account holder | $1,972 | $5,467-63.9% | $7,231-72.7% | $7,344-73.1% |