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 4-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 | $21,453 | $179,726-88.1% | $156,263-86.3% | $142,382-84.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 16.02% | 77.86%-61.8pp | 59.47%-43.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $82 | $5,069-98.4% | $4,333-98.1% | $4,299-98.1% |
| Participant deferral / active EE | $2,607 | $6,956-62.5% | $6,158-57.7% | $6,507-59.9% |
| Admin fee / account holder | $2,628 | $17,272-84.8% | $14,255-81.6% | $12,624-79.2% |