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 | $8,739 | $63,346-86.2% | $92,233-90.5% | $70,131-87.5% |
| Participation rate | 86.1% | 68.7%+17.4pp | 76.5%+9.6pp | 69.5%+16.6pp |
| Annual return | 33.82% | 530.12%-496.3pp | 176.28%-142.5pp | 73.14%-39.3pp |
| Employer contribution / active EE | $360 | $2,471-85.4% | $3,679-90.2% | $2,342-84.6% |
| Participant deferral / active EE | $2,765 | $2,854-3.1% | $3,897-29.0% | $3,332-17.0% |
| Admin fee / account holder | $1,352 | $3,840-64.8% | $5,194-74.0% | $4,645-70.9% |