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 5-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 | $21,067 | $89,753-76.5% | $107,525-80.4% | $84,808-75.2% |
| Participation rate | 75.7% | 68.1%+7.6pp | 75.1%+0.6pp | 68.3%+7.4pp |
| Annual return | 18.60% | 29.48%-10.9pp | 181.32%-162.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,403 | $4,056-16.1% | $5,116-33.5% | $4,212-19.2% |
| Admin fee / account holder | $1,300 | $7,222-82.0% | $8,919-85.4% | $7,344-82.3% |