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 | $15,435 | $162,781-90.5% | $133,956-88.5% | $158,922-90.3% |
| Participation rate | 94.7% | 83.2%+11.5pp | 79.8%+14.9pp | 82.0%+12.8pp |
| Annual return | 28.80% | 41.94%-13.1pp | 45.09%-16.3pp | 302.83%-274.0pp |
| Employer contribution / active EE | $403 | $4,975-91.9% | $3,919-89.7% | $4,761-91.5% |
| Participant deferral / active EE | $5,293 | $5,911-10.5% | $5,048+4.9% | $5,982-11.5% |
| Admin fee / account holder | $535 | $11,736-95.4% | $8,927-94.0% | $11,246-95.2% |