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 | $10,782 | $133,922-91.9% | $116,228-90.7% | $142,382-92.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.72% | 147.76%-133.0pp | 90.06%-75.3pp | 217.08%-202.4pp |
| Employer contribution / active EE | $603 | $3,446-82.5% | $2,994-79.9% | $4,299-86.0% |
| Participant deferral / active EE | $2,508 | $5,672-55.8% | $4,953-49.4% | $6,507-61.5% |
| Admin fee / account holder | $2,323 | $14,945-84.5% | $11,989-80.6% | $12,624-81.6% |