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 4-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 | $12,242 | $109,881-88.9% | $150,045-91.8% | $84,808-85.6% |
| Participation rate | 94.0% | 76.1%+17.9pp | 82.3%+11.7pp | 68.3%+25.7pp |
| Annual return | 27.71% | 28.25%-0.5pp | 62.55%-34.8pp | 40.90%-13.2pp |
| Employer contribution / active EE | $594 | $3,561-83.3% | $4,693-87.3% | $2,631-77.4% |
| Participant deferral / active EE | $3,324 | $6,636-49.9% | $7,997-58.4% | $4,212-21.1% |
| Admin fee / account holder | $895 | $8,568-89.6% | $13,435-93.3% | $7,344-87.8% |