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 | $13,382 | $65,365-79.5% | $92,893-85.6% | $72,985-81.7% |
| Participation rate | 70.6% | 68.3%+2.3pp | 76.0%-5.4pp | 69.5%+1.1pp |
| Annual return | 24.42% | 42.10%-17.7pp | 109.41%-85.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $294 | $2,594-88.7% | $3,653-92.0% | $2,440-87.9% |
| Participant deferral / active EE | $1,707 | $3,128-45.4% | $4,236-59.7% | $3,607-52.7% |
| Admin fee / account holder | $677 | $4,251-84.1% | $5,794-88.3% | $5,124-86.8% |