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 6-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 | $9,860 | $138,044-92.9% | $125,339-92.1% | $134,475-92.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.19% | 750.33%-770.5pp | 572.05%-592.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $963 | $5,243-81.6% | $4,814-80.0% | $4,740-79.7% |
| Participant deferral / active EE | $3,291 | $7,799-57.8% | $7,446-55.8% | $6,400-48.6% |
| Admin fee / account holder | $359 | $11,571-96.9% | $10,010-96.4% | $11,426-96.9% |