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 | $20,865 | $180,449-88.4% | $154,107-86.5% | $135,375-84.6% |
| Participation rate | 95.2% | 87.4%+7.8pp | 83.0%+12.2pp | 82.6%+12.6pp |
| Annual return | 12.11% | 888.09%-876.0pp | 735.12%-723.0pp | 519.73%-507.6pp |
| Employer contribution / active EE | $317 | $6,035-94.8% | $5,298-94.0% | $4,779-93.4% |
| Participant deferral / active EE | $2,090 | $5,806-64.0% | $5,081-58.9% | $5,609-62.7% |
| Admin fee / account holder | $3,255 | $16,143-79.8% | $13,411-75.7% | $10,827-69.9% |