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 | $11,009 | $161,852-93.2% | $92,233-88.1% | - |
| Participation rate | 96.0% | 64.7%+31.2pp | 76.5%+19.5pp | - |
| Annual return | 20.30% | 7.35%+12.9pp | 176.28%-156.0pp | - |
| Employer contribution / active EE | $792 | $1,845-57.1% | $3,679-78.5% | - |
| Participant deferral / active EE | $2,836 | $2,669+6.3% | $3,897-27.2% | - |
| Admin fee / account holder | $609 | $7,254-91.6% | $5,194-88.3% | - |