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 | $15,343 | $77,145-80.1% | $108,410-85.8% | $85,850-82.1% |
| Participation rate | 96.6% | 74.7%+21.9pp | 80.1%+16.4pp | 69.3%+27.2pp |
| Annual return | 90.29% | 44.54%+45.8pp | 905.27%-815.0pp | 318.53%-228.2pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,838 | $5,566+4.9% | $6,563-11.0% | $3,952+47.7% |
| Admin fee / account holder | $1,166 | $5,172-77.5% | $7,295-84.0% | $6,260-81.4% |