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 | $18,769 | $142,344-86.8% | $119,609-84.3% | $134,475-86.0% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -19.41% | -12.44%-7.0pp | -14.97%-4.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,032 | $5,222-80.2% | $4,232-75.6% | $4,740-78.2% |
| Participant deferral / active EE | $2,359 | $6,469-63.5% | $5,602-57.9% | $6,400-63.1% |
| Admin fee / account holder | $874 | $13,584-93.6% | $10,323-91.5% | $11,426-92.3% |