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 | $17,224 | $110,094-84.4% | $151,611-88.6% | $68,494-74.9% |
| Participation rate | 81.9% | 84.0%-2.0pp | 87.5%-5.6pp | 67.9%+14.1pp |
| Annual return | 9.75% | -10.12%+19.9pp | 3.33%+6.4pp | -7.84%+17.6pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,612 | $6,527+16.6% | $8,363-9.0% | $4,027+89.0% |
| Admin fee / account holder | $1,274 | $7,719-83.5% | $11,616-89.0% | $5,403-76.4% |