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 | $22,750 | $99,985-77.2% | $146,665-84.5% | $85,850-73.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 15.29% | 18.93%-3.6pp | 22.74%-7.5pp | 318.53%-303.2pp |
| Employer contribution / active EE | $414 | $2,559-83.8% | $4,136-90.0% | $2,565-83.8% |
| Participant deferral / active EE | $4,934 | $4,006+23.2% | $5,506-10.4% | $3,952+24.9% |
| Admin fee / account holder | $450 | $7,702-94.2% | $10,280-95.6% | $6,260-92.8% |