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 | $10,747 | $109,881-90.2% | $150,045-92.8% | $84,808-87.3% |
| Participation rate | 70.4% | 76.1%-5.7pp | 82.3%-12.0pp | 68.3%+2.1pp |
| Annual return | 34.23% | 28.25%+6.0pp | 62.55%-28.3pp | 40.90%-6.7pp |
| Employer contribution / active EE | $17 | $3,561-99.5% | $4,693-99.6% | $2,631-99.4% |
| Participant deferral / active EE | $3,561 | $6,636-46.3% | $7,997-55.5% | $4,212-15.4% |
| Admin fee / account holder | $650 | $8,568-92.4% | $13,435-95.2% | $7,344-91.2% |