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 10-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 | $8,785 | $73,867-88.1% | $143,757-93.9% | $68,494-87.2% |
| Participation rate | 87.8% | 66.7%+21.1pp | 80.3%+7.5pp | 67.9%+19.9pp |
| Annual return | -11.55% | 1.01%-12.6pp | -0.04%-11.5pp | -7.84%-3.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,590 | $3,384-53.0% | $5,637-71.8% | $4,027-60.5% |
| Admin fee / account holder | $2,125 | $5,755-63.1% | $14,673-85.5% | $5,403-60.7% |