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 | $2,235 | $95,416-97.7% | $185,823-98.8% | $85,850-97.4% |
| Participation rate | 82.9% | 68.8%+14.1pp | 81.7%+1.2pp | 69.3%+13.5pp |
| Annual return | 17.49% | 23.59%-6.1pp | 122.05%-104.6pp | 318.53%-301.0pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,006 | $3,423-70.6% | $5,568-81.9% | $3,952-74.5% |
| Admin fee / account holder | $327 | $7,213-95.5% | $16,237-98.0% | $6,260-94.8% |