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 | $2,081 | $112,881-98.2% | $90,951-97.7% | $158,922-98.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.95% | 215.79%-202.8pp | 134.60%-121.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $335 | $2,893-88.4% | $2,122-84.2% | $4,761-93.0% |
| Participant deferral / active EE | $1,178 | $4,128-71.5% | $3,373-65.1% | $5,982-80.3% |
| Admin fee / account holder | $967 | $8,041-88.0% | $5,959-83.8% | $11,246-91.4% |