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 | $15,872 | $217,402-92.7% | $185,823-91.5% | $167,490-90.5% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 23.37% | 148.36%-125.0pp | 122.05%-98.7pp | 478.56%-455.2pp |
| Employer contribution / active EE | $1,169 | $5,873-80.1% | $5,167-77.4% | $4,837-75.8% |
| Participant deferral / active EE | $3,360 | $6,356-47.1% | $5,568-39.7% | $6,341-47.0% |
| Admin fee / account holder | $1,141 | $19,811-94.2% | $16,237-93.0% | $12,309-90.7% |