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 6-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 | $1,887 | $58,208-96.8% | $81,812-97.7% | $80,856-97.7% |
| Participation rate | 83.6% | 63.4%+20.2pp | 72.3%+11.3pp | 67.6%+16.0pp |
| Annual return | 13.92% | 41.66%-27.7pp | 773.79%-759.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,437 | $3,281-56.2% | $4,319-66.7% | $4,296-66.6% |
| Admin fee / account holder | $321 | $4,981-93.6% | $7,386-95.7% | $6,918-95.4% |