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 | $13,716 | $183,519-92.5% | $155,509-91.2% | $145,922-90.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 21.10% | 61.17%-40.1pp | 64.67%-43.6pp | 561.29%-540.2pp |
| Employer contribution / active EE | $1,006 | $5,313-81.1% | $4,672-78.5% | $4,660-78.4% |
| Participant deferral / active EE | $9,125 | $6,462+41.2% | $5,626+62.2% | $6,688+36.4% |
| Admin fee / account holder | $893 | $19,313-95.4% | $15,912-94.4% | $13,397-93.3% |