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 8-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 | $31,561 | $125,758-74.9% | $169,993-81.4% | $75,163-58.0% |
| Participation rate | 79.2% | 83.6%-4.4pp | 87.0%-7.8pp | 67.2%+12.0pp |
| Annual return | 51.65% | 27.20%+24.5pp | 53.37%-1.7pp | 160.62%-109.0pp |
| Employer contribution / active EE | $1,218 | $4,615-73.6% | $6,785-82.0% | $2,670-54.4% |
| Participant deferral / active EE | $4,402 | $6,837-35.6% | $10,408-57.7% | $4,125+6.7% |
| Admin fee / account holder | $351 | $8,173-95.7% | $12,815-97.3% | $5,651-93.8% |