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 | $14,995 | $115,882-87.1% | $100,516-85.1% | $158,922-90.6% |
| Participation rate | 95.2% | 81.6%+13.7pp | 79.4%+15.8pp | 82.0%+13.3pp |
| Annual return | 35.21% | 34.79%+0.4pp | 30.89%+4.3pp | 302.83%-267.6pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,299 | $6,674+24.3% | $6,270+32.4% | $5,982+38.7% |
| Admin fee / account holder | $1,752 | $10,995-84.1% | $8,081-78.3% | $11,246-84.4% |