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 9-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 | $8,089 | $39,122-79.3% | $57,179-85.9% | $62,891-87.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 8.37% | 9.23%-0.9pp | 14.59%-6.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $224 | $1,874-88.0% | $2,682-91.6% | $2,281-90.2% |
| Participant deferral / active EE | $1,026 | $2,374-56.8% | $3,096-66.9% | $3,203-68.0% |
| Admin fee / account holder | $784 | $2,592-69.8% | $3,139-75.0% | $4,296-81.8% |