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 10-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 | $10,480 | $171,865-93.9% | $149,718-93.0% | $147,584-92.9% |
| Participation rate | 73.9% | 88.2%-14.3pp | 87.1%-13.2pp | 82.8%-8.9pp |
| Annual return | 39.78% | 2113.22%-2073.4pp | 1501.63%-1461.8pp | 578.55%-538.8pp |
| Employer contribution / active EE | $771 | $6,275-87.7% | $5,445-85.8% | $4,876-84.2% |
| Participant deferral / active EE | $3,083 | $7,271-57.6% | $6,569-53.1% | $5,439-43.3% |
| Admin fee / account holder | $751 | $13,799-94.6% | $11,283-93.3% | $10,885-93.1% |