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 | $20,024 | $209,832-90.5% | $189,513-89.4% | $167,490-88.0% |
| Participation rate | 95.0% | 88.7%+6.3pp | 87.8%+7.2pp | 82.1%+12.9pp |
| Annual return | 35.96% | 748.27%-712.3pp | 555.15%-519.2pp | 478.56%-442.6pp |
| Employer contribution / active EE | $270 | $6,914-96.1% | $6,162-95.6% | $4,837-94.4% |
| Participant deferral / active EE | $9,778 | $8,935+9.4% | $8,221+18.9% | $6,341+54.2% |
| Admin fee / account holder | $736 | $14,293-94.8% | $12,045-93.9% | $12,309-94.0% |