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 7-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 | $19,805 | $176,056-88.8% | $159,436-87.6% | $167,490-88.2% |
| Participation rate | 95.5% | 84.9%+10.5pp | 82.8%+12.6pp | 82.1%+13.3pp |
| Annual return | 134.41% | 331.75%-197.3pp | 263.57%-129.2pp | 478.56%-344.1pp |
| Employer contribution / active EE | $852 | $5,297-83.9% | $4,829-82.4% | $4,837-82.4% |
| Participant deferral / active EE | $3,951 | $7,750-49.0% | $7,352-46.3% | $6,341-37.7% |
| Admin fee / account holder | $2,086 | $12,554-83.4% | $10,799-80.7% | $12,309-83.0% |