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 | $26,163 | $111,090-76.4% | $156,263-83.3% | - |
| Participation rate | 80.8% | 75.0%+5.8pp | 78.9%+1.9pp | - |
| Annual return | 28.36% | 16.66%+11.7pp | 59.47%-31.1pp | - |
| Employer contribution / active EE | $0 | $2,524-100.0% | $4,333-100.0% | - |
| Participant deferral / active EE | $5,139 | $4,469+15.0% | $6,158-16.6% | - |
| Admin fee / account holder | $2,648 | $15,012-82.4% | $14,255-81.4% | - |