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 | $32,219 | $183,963-82.5% | $162,163-80.1% | $152,861-78.9% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 28.59% | 150.76%-122.2pp | 115.59%-87.0pp | 345.32%-316.7pp |
| Employer contribution / active EE | $962 | $6,371-84.9% | $5,614-82.9% | $4,762-79.8% |
| Participant deferral / active EE | $6,693 | $8,034-16.7% | $7,298-8.3% | $5,850+14.4% |
| Admin fee / account holder | $674 | $13,121-94.9% | $10,843-93.8% | $11,596-94.2% |