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 | $14,438 | $86,286-83.3% | $111,297-87.0% | $85,850-83.2% |
| Participation rate | 70.4% | 73.3%-3.0pp | 77.3%-6.9pp | 69.3%+1.1pp |
| Annual return | 20.80% | 19.99%+0.8pp | 54.65%-33.9pp | 318.53%-297.7pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,245 | $3,641+99.0% | $4,487+61.5% | $3,952+83.3% |
| Admin fee / account holder | $1,993 | $8,188-75.7% | $7,964-75.0% | $6,260-68.2% |