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 4-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 | $5,170 | $67,984-92.4% | $65,493-92.1% | $74,304-93.0% |
| Participation rate | 94.0% | 66.3%+27.7pp | 73.1%+20.9pp | 60.3%+33.7pp |
| Annual return | 31.14% | 19.87%+11.3pp | 982.45%-951.3pp | 29.43%+1.7pp |
| Employer contribution / active EE | $508 | $2,491-79.6% | $2,574-80.3% | $2,241-77.3% |
| Participant deferral / active EE | $1,684 | $3,346-49.7% | $3,961-57.5% | $3,767-55.3% |
| Admin fee / account holder | $554 | $1,373-59.6% | $5,028-89.0% | $2,969-81.3% |