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 3-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 | $3,165 | $60,892-94.8% | $82,389-96.2% | $84,808-96.3% |
| Participation rate | 93.5% | 63.3%+30.3pp | 69.5%+24.0pp | 68.3%+25.2pp |
| Annual return | 13.84% | 37.29%-23.5pp | 28.67%-14.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,465 | $3,179-22.4% | $4,155-40.7% | $4,212-41.5% |
| Admin fee / account holder | $779 | $5,467-85.8% | $7,231-89.2% | $7,344-89.4% |