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 4-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 | $1,577 | $61,605-97.4% | $112,229-98.6% | $75,163-97.9% |
| Participation rate | 93.8% | 61.7%+32.1pp | 72.4%+21.3pp | 67.2%+26.6pp |
| Annual return | 20.15% | 28.47%-8.3pp | 30.20%-10.0pp | 160.62%-140.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,430-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,362 | $3,108-56.2% | $4,798-71.6% | $4,125-67.0% |
| Admin fee / account holder | $367 | $4,862-92.5% | $7,748-95.3% | $5,651-93.5% |