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 | $3,879 | $209,411-98.1% | $178,490-97.8% | $158,922-97.6% |
| Participation rate | 95.0% | 86.3%+8.7pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | 20.71% | 188.75%-168.0pp | 151.07%-130.4pp | 302.83%-282.1pp |
| Employer contribution / active EE | $910 | $5,706-84.0% | $5,011-81.8% | $4,761-80.9% |
| Participant deferral / active EE | $2,056 | $5,954-65.5% | $5,202-60.5% | $5,982-65.6% |
| Admin fee / account holder | $991 | $17,074-94.2% | $13,984-92.9% | $11,246-91.2% |