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 7-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 | $20,980 | $209,411-90.0% | $178,490-88.2% | $158,922-86.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.30% | 188.75%-177.4pp | 151.07%-139.8pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,140 | $5,706-80.0% | $5,011-77.2% | $4,761-76.1% |
| Participant deferral / active EE | $7,829 | $5,954+31.5% | $5,202+50.5% | $5,982+30.9% |
| Admin fee / account holder | $3,320 | $17,074-80.6% | $13,984-76.3% | $11,246-70.5% |