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 | $5,499 | $107,334-94.9% | $92,893-94.1% | $152,861-96.4% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 17.86% | 145.58%-127.7pp | 109.41%-91.6pp | 345.32%-327.5pp |
| Employer contribution / active EE | $445 | $4,221-89.5% | $3,653-87.8% | $4,762-90.7% |
| Participant deferral / active EE | $1,759 | $4,845-63.7% | $4,236-58.5% | $5,850-69.9% |
| Admin fee / account holder | $1,154 | $7,079-83.7% | $5,794-80.1% | $11,596-90.0% |