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 9-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 | $14,105 | $183,963-92.3% | $162,163-91.3% | $152,861-90.8% |
| Participation rate | 86.4% | 88.5%-2.1pp | 87.6%-1.2pp | 82.4%+3.9pp |
| Annual return | 35.55% | 150.76%-115.2pp | 115.59%-80.0pp | 345.32%-309.8pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,938 | $8,034-1.2% | $7,298+8.8% | $5,850+35.7% |
| Admin fee / account holder | $303 | $13,121-97.7% | $10,843-97.2% | $11,596-97.4% |