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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,699 | $92,985-89.6% | $153,485-93.7% | $80,856-88.0% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 12.28% | 19.95%-7.7pp | 15.65%-3.4pp | 35.59%-23.3pp |
| Employer contribution / active EE | $939 | $3,507-73.2% | $5,039-81.4% | $2,755-65.9% |
| Participant deferral / active EE | $1,859 | $5,178-64.1% | $6,757-72.5% | $4,296-56.7% |
| Admin fee / account holder | $1,551 | $8,880-82.5% | $12,724-87.8% | $6,918-77.6% |