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 7-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 | $23,146 | $162,322-85.7% | $135,903-83.0% | - |
| Participation rate | 78.8% | 71.5%+7.3pp | 81.9%-3.1pp | - |
| Annual return | 80.80% | 15.15%+65.6pp | 68.23%+12.6pp | - |
| Employer contribution / active EE | $1,436 | $3,400-57.8% | $4,856-70.4% | - |
| Participant deferral / active EE | $4,948 | $5,722-13.5% | $7,758-36.2% | - |
| Admin fee / account holder | $607 | $23,877-97.5% | $10,762-94.4% | - |