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 | $11,635 | $108,919-89.3% | $100,391-88.4% | $145,922-92.0% |
| Participation rate | 85.0% | 82.9%+2.1pp | 81.5%+3.5pp | 80.3%+4.7pp |
| Annual return | 15.25% | 57.88%-42.6pp | 49.20%-34.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,653 | $8,445-21.2% | $8,082-17.7% | $6,688-0.5% |
| Admin fee / account holder | $322 | $9,689-96.7% | $7,899-95.9% | $13,397-97.6% |