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 7-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 | $21,998 | $79,013-72.2% | $100,391-78.1% | $74,495-70.5% |
| Participation rate | 77.5% | 79.5%-2.0pp | 81.5%-4.0pp | 67.2%+10.3pp |
| Annual return | 20.57% | 20.41%+0.2pp | 49.20%-28.6pp | 1364.94%-1344.4pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,421 | $7,760-17.3% | $8,082-20.5% | $4,346+47.8% |
| Admin fee / account holder | $1,267 | $1,320-4.0% | $7,899-84.0% | $1,942-34.7% |