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 9-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 | $11,433 | $107,334-89.3% | $92,893-87.7% | $152,861-92.5% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 24.38% | 145.58%-121.2pp | 109.41%-85.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $81 | $4,221-98.1% | $3,653-97.8% | $4,762-98.3% |
| Participant deferral / active EE | $5,118 | $4,845+5.6% | $4,236+20.8% | $5,850-12.5% |
| Admin fee / account holder | $2,988 | $7,079-57.8% | $5,794-48.4% | $11,596-74.2% |