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 6-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 | $8,698 | $71,883-87.9% | $86,677-90.0% | $68,494-87.3% |
| Participation rate | 89.2% | 72.2%+17.0pp | 76.6%+12.6pp | 67.9%+21.3pp |
| Annual return | -12.70% | 3.52%-16.2pp | 35.91%-48.6pp | -7.84%-4.9pp |
| Employer contribution / active EE | $114 | $2,173-94.8% | $2,836-96.0% | $2,596-95.6% |
| Participant deferral / active EE | $4,394 | $3,779+16.3% | $4,656-5.6% | $4,027+9.1% |
| Admin fee / account holder | $1,995 | $6,112-67.4% | $7,493-73.4% | $5,403-63.1% |