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 6-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 | $16,606 | $112,881-85.3% | $90,951-81.7% | $158,922-89.6% |
| Participation rate | 84.2% | 74.7%+9.5pp | 69.0%+15.2pp | 82.0%+2.3pp |
| Annual return | 8.04% | 215.79%-207.8pp | 134.60%-126.6pp | 302.83%-294.8pp |
| Employer contribution / active EE | $195 | $2,893-93.2% | $2,122-90.8% | $4,761-95.9% |
| Participant deferral / active EE | $3,669 | $4,128-11.1% | $3,373+8.8% | $5,982-38.7% |
| Admin fee / account holder | $1,054 | $8,041-86.9% | $5,959-82.3% | $11,246-90.6% |