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 | $12,857 | $85,202-84.9% | $172,739-92.6% | $72,985-82.4% |
| Participation rate | 80.0% | 70.1%+9.9pp | 82.6%-2.6pp | 69.5%+10.5pp |
| Annual return | 18.70% | 27.32%-8.6pp | 802.84%-784.1pp | 81.00%-62.3pp |
| Employer contribution / active EE | $329 | $3,324-90.1% | $5,143-93.6% | $2,440-86.5% |
| Participant deferral / active EE | $1,437 | $3,260-55.9% | $5,198-72.4% | $3,607-60.2% |
| Admin fee / account holder | $979 | $5,884-83.4% | $13,954-93.0% | $5,124-80.9% |