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 | $12,141 | $106,890-88.6% | $84,015-85.5% | $152,861-92.1% |
| Participation rate | 94.1% | 75.2%+18.9pp | 69.0%+25.1pp | 82.4%+11.7pp |
| Annual return | 31.46% | 104.99%-73.5pp | 71.31%-39.9pp | 345.32%-313.9pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,953 | $4,011+23.5% | $3,239+52.9% | $5,850-15.3% |
| Admin fee / account holder | $1,433 | $8,285-82.7% | $6,101-76.5% | $11,596-87.6% |