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 | $26,117 | $86,286-69.7% | $111,297-76.5% | $85,850-69.6% |
| Participation rate | 87.8% | 73.3%+14.5pp | 77.3%+10.5pp | 69.3%+18.5pp |
| Annual return | 12.55% | 19.99%-7.4pp | 54.65%-42.1pp | 318.53%-306.0pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,037 | $3,641-44.0% | $4,487-54.6% | $3,952-48.5% |
| Admin fee / account holder | $6,892 | $8,188-15.8% | $7,964-13.5% | $6,260+10.1% |