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 7-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 | $6,024 | $177,572-96.6% | $154,803-96.1% | $142,382-95.8% |
| Participation rate | 94.1% | 82.1%+12.1pp | 78.1%+16.0pp | 80.1%+14.0pp |
| Annual return | 13.90% | 65.07%-51.2pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $783 | $4,810-83.7% | $4,305-81.8% | $4,299-81.8% |
| Participant deferral / active EE | $1,779 | $6,272-71.6% | $5,540-67.9% | $6,507-72.7% |
| Admin fee / account holder | $2,975 | $16,786-82.3% | $14,329-79.2% | $12,624-76.4% |