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 | $24,047 | $125,758-80.9% | $169,993-85.9% | $75,163-68.0% |
| Participation rate | 75.8% | 83.6%-7.8pp | 87.0%-11.2pp | 67.2%+8.6pp |
| Annual return | 23.30% | 27.20%-3.9pp | 53.37%-30.1pp | 160.62%-137.3pp |
| Employer contribution / active EE | $365 | $4,615-92.1% | $6,785-94.6% | $2,670-86.3% |
| Participant deferral / active EE | $4,796 | $6,837-29.9% | $10,408-53.9% | $4,125+16.3% |
| Admin fee / account holder | $1,022 | $8,173-87.5% | $12,815-92.0% | $5,651-81.9% |