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 6-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 | $27,400 | $87,013-68.5% | $106,213-74.2% | $80,856-66.1% |
| Participation rate | 92.3% | 70.4%+21.9pp | 75.3%+17.0pp | 67.6%+24.7pp |
| Annual return | 34.72% | 17.05%+17.7pp | 116.14%-81.4pp | 35.59%-0.9pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,306 | $3,986+133.5% | $5,016+85.5% | $4,296+116.6% |
| Admin fee / account holder | $1,183 | $8,431-86.0% | $11,033-89.3% | $6,918-82.9% |