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 8-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 | $4,610 | $116,175-96.0% | $93,606-95.1% | $152,861-97.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 36.38% | 35.96%+0.4pp | 32.76%+3.6pp | 345.32%-308.9pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,996 | $4,603-13.2% | $4,069-1.8% | $5,850-31.7% |
| Admin fee / account holder | $1,269 | $10,748-88.2% | $7,888-83.9% | $11,596-89.1% |