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 5-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 | $9,890 | $117,983-91.6% | $101,794-90.3% | $142,382-93.1% |
| Participation rate | 91.3% | 74.2%+17.1pp | 69.2%+22.1pp | 80.1%+11.2pp |
| Annual return | 17.49% | 36.92%-19.4pp | 30.53%-13.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,455 | $4,714-26.7% | $4,084-15.4% | $6,507-46.9% |
| Admin fee / account holder | $2,480 | $10,433-76.2% | $8,777-71.7% | $12,624-80.4% |