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 | $48,703 | $132,049-63.1% | $200,582-75.7% | $74,304-34.5% |
| Participation rate | 74.0% | 84.1%-10.1pp | 86.9%-12.9pp | 60.3%+13.7pp |
| Annual return | 19.24% | 22.22%-3.0pp | 42.33%-23.1pp | 29.43%-10.2pp |
| Employer contribution / active EE | $1,283 | $4,558-71.8% | $6,419-80.0% | $2,241-42.8% |
| Participant deferral / active EE | $4,181 | $7,213-42.0% | $9,331-55.2% | $3,767+11.0% |
| Admin fee / account holder | $2,393 | $2,405-0.5% | $16,305-85.3% | $2,969-19.4% |