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 | $4,760 | $109,881-95.7% | $150,045-96.8% | $84,808-94.4% |
| Participation rate | 89.7% | 76.1%+13.6pp | 82.3%+7.3pp | 68.3%+21.3pp |
| Annual return | 28.83% | 28.25%+0.6pp | 62.55%-33.7pp | 40.90%-12.1pp |
| Employer contribution / active EE | $273 | $3,561-92.3% | $4,693-94.2% | $2,631-89.6% |
| Participant deferral / active EE | $3,048 | $6,636-54.1% | $7,997-61.9% | $4,212-27.6% |
| Admin fee / account holder | $522 | $8,568-93.9% | $13,435-96.1% | $7,344-92.9% |