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 | $27,182 | $78,705-65.5% | $117,854-76.9% | $70,131-61.2% |
| Participation rate | 71.9% | 73.2%-1.3pp | 79.7%-7.8pp | 69.5%+2.3pp |
| Annual return | 16.23% | 23.30%-7.1pp | 335.08%-318.8pp | 73.14%-56.9pp |
| Employer contribution / active EE | $415 | $2,223-81.3% | $3,786-89.0% | $2,342-82.3% |
| Participant deferral / active EE | $2,131 | $3,297-35.4% | $4,482-52.5% | $3,332-36.0% |
| Admin fee / account holder | $383 | $5,065-92.4% | $8,020-95.2% | $4,645-91.8% |