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 | $175,788 | $697,698-74.8% | $621,730-71.7% | $357,791-50.9% |
| Participation rate | 100.0% | 90.7%+9.3pp | 90.8%+9.2pp | 85.6%+14.4pp |
| Annual return | 4.51% | 10.63%-6.1pp | 10.76%-6.3pp | 396.79%-392.3pp |
| Employer contribution / active EE | $3,590 | $10,590-66.1% | $9,871-63.6% | $7,508-52.2% |
| Participant deferral / active EE | $0 | $7,203-100.0% | $6,979-100.0% | $5,521-100.0% |
| Admin fee / account holder | $6,828 | $75,391-90.9% | $66,065-89.7% | $28,387-75.9% |