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 | $6,753 | $884,045-99.2% | $453,369-98.5% | $167,490-96.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 40.86% | 29.49%+11.4pp | 64.40%-23.5pp | 478.56%-437.7pp |
| Employer contribution / active EE | $0 | $5,538-100.0% | $4,070-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,788 | $7,898-64.7% | $6,209-55.1% | $6,341-56.0% |
| Admin fee / account holder | $9,804 | $22,063-55.6% | $11,209-12.5% | $12,309-20.3% |