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 | $2,561 | $63,764-96.0% | $81,930-96.9% | $79,858-96.8% |
| Participation rate | 86.1% | 67.5%+18.6pp | 72.0%+14.1pp | 69.6%+16.5pp |
| Annual return | 22.27% | 22.66%-0.4pp | 29.49%-7.2pp | 31.71%-9.4pp |
| Employer contribution / active EE | $2 | $1,795-99.9% | $4,310-100.0% | $2,471-99.9% |
| Participant deferral / active EE | $1,609 | $2,780-42.1% | $7,107-77.4% | $3,740-57.0% |
| Admin fee / account holder | $384 | $4,426-91.3% | $5,158-92.6% | $5,306-92.8% |