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 | $7,816 | $107,334-92.7% | $92,893-91.6% | $152,861-94.9% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 25.65% | 145.58%-119.9pp | 109.41%-83.8pp | 345.32%-319.7pp |
| Employer contribution / active EE | $591 | $4,221-86.0% | $3,653-83.8% | $4,762-87.6% |
| Participant deferral / active EE | $2,212 | $4,845-54.3% | $4,236-47.8% | $5,850-62.2% |
| Admin fee / account holder | $930 | $7,079-86.9% | $5,794-83.9% | $11,596-92.0% |