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 | $5,456 | $157,256-96.5% | $141,162-96.1% | $152,861-96.4% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 29.94% | 64.32%-34.4pp | 71.39%-41.5pp | 345.32%-315.4pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,786 | $7,109-46.8% | $6,709-43.6% | $5,850-35.3% |
| Admin fee / account holder | $1,839 | $12,120-84.8% | $10,261-82.1% | $11,596-84.1% |