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 10-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 | $15,149 | $197,591-92.3% | $177,821-91.5% | $158,922-90.5% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 16.41% | 58.76%-42.3pp | 48.32%-31.9pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,432 | $6,697-78.6% | $5,918-75.8% | $4,761-69.9% |
| Participant deferral / active EE | $4,626 | $8,405-45.0% | $7,714-40.0% | $5,982-22.7% |
| Admin fee / account holder | $1,268 | $15,399-91.8% | $12,427-89.8% | $11,246-88.7% |