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 | $13,119 | $210,648-93.8% | $177,989-92.6% | $145,922-91.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.89% | 385.86%-376.0pp | 294.48%-284.6pp | 561.29%-551.4pp |
| Employer contribution / active EE | $420 | $4,565-90.8% | $3,949-89.4% | $4,660-91.0% |
| Participant deferral / active EE | $5,495 | $6,958-21.0% | $6,276-12.5% | $6,688-17.8% |
| Admin fee / account holder | $1,912 | $12,013-84.1% | $10,363-81.6% | $13,397-85.7% |