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 | $7,437 | $58,512-87.3% | $84,015-91.1% | $72,985-89.8% |
| Participation rate | 70.3% | 61.2%+9.0pp | 69.0%+1.3pp | 69.5%+0.8pp |
| Annual return | 245.29% | 28.93%+216.4pp | 71.31%+174.0pp | 81.00%+164.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,095 | $2,394+29.3% | $3,239-4.4% | $3,607-14.2% |
| Admin fee / account holder | $800 | $4,569-82.5% | $6,101-86.9% | $5,124-84.4% |