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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,048 | $215,630+37.3% | $151,561+95.3% | $357,791-17.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 74.2%+25.8pp | 85.6%+14.4pp |
| Annual return | 8.99% | -8.80%+17.8pp | -7.59%+16.6pp | 396.79%-387.8pp |
| Employer contribution / active EE | $10,126 | $6,678+51.6% | $4,436+128.3% | $7,508+34.9% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,565-100.0% | $5,521-100.0% |
| Admin fee / account holder | $2,465 | $43,111-94.3% | $27,110-90.9% | $28,387-91.3% |