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 10-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 | $11,159 | $180,449-93.8% | $154,107-92.8% | $135,375-91.8% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -6.09% | 888.09%-894.2pp | 735.12%-741.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $934 | $6,035-84.5% | $5,298-82.4% | $4,779-80.5% |
| Participant deferral / active EE | $2,360 | $5,806-59.4% | $5,081-53.6% | $5,609-57.9% |
| Admin fee / account holder | $1,940 | $16,143-88.0% | $13,411-85.5% | $10,827-82.1% |