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 8-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 | $11,647 | $91,552-87.3% | $133,956-91.3% | $79,858-85.4% |
| Participation rate | 96.8% | 73.3%+23.4pp | 79.8%+16.9pp | 69.6%+27.1pp |
| Annual return | 11.60% | 61.85%-50.2pp | 45.09%-33.5pp | 31.71%-20.1pp |
| Employer contribution / active EE | $503 | $2,384-78.9% | $3,919-87.2% | $2,471-79.6% |
| Participant deferral / active EE | $2,329 | $3,733-37.6% | $5,048-53.9% | $3,740-37.7% |
| Admin fee / account holder | $383 | $6,321-93.9% | $8,927-95.7% | $5,306-92.8% |