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 | $14,712 | $77,503-81.0% | $100,391-85.3% | $80,856-81.8% |
| Participation rate | 77.8% | 76.9%+0.8pp | 81.5%-3.7pp | 67.6%+10.1pp |
| Annual return | 25.40% | 37.20%-11.8pp | 49.20%-23.8pp | 35.59%-10.2pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,407 | $6,820-35.4% | $8,082-45.5% | $4,296+2.6% |
| Admin fee / account holder | $753 | $5,897-87.2% | $7,899-90.5% | $6,918-89.1% |