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 4-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 | $9,515 | $185,822-94.9% | $169,993-94.4% | $139,434-93.2% |
| Participation rate | 72.7% | 87.8%-15.0pp | 87.0%-14.3pp | 80.3%-7.6pp |
| Annual return | 121.17% | 60.50%+60.7pp | 53.37%+67.8pp | 372.94%-251.8pp |
| Employer contribution / active EE | $1,111 | $7,590-85.4% | $6,785-83.6% | $4,751-76.6% |
| Participant deferral / active EE | $3,815 | $11,622-67.2% | $10,408-63.3% | $6,710-43.1% |
| Admin fee / account holder | $2,058 | $15,381-86.6% | $12,815-83.9% | $11,403-82.0% |