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 5-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 | $21,381 | $101,317-78.9% | $146,958-85.5% | $74,495-71.3% |
| Participation rate | 74.4% | 75.5%-1.1pp | 82.2%-7.7pp | 67.2%+7.2pp |
| Annual return | 19.04% | 8730.91%-8711.9pp | 418.34%-399.3pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $15 | $3,810-99.6% | $4,933-99.7% | $2,623-99.4% |
| Participant deferral / active EE | $6,490 | $7,303-11.1% | $8,070-19.6% | $4,346+49.4% |
| Admin fee / account holder | $2,440 | $1,739+40.3% | $12,998-81.2% | $1,942+25.7% |