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 | $12,094 | $77,503-84.4% | $100,391-88.0% | $80,856-85.0% |
| Participation rate | 82.5% | 76.9%+5.6pp | 81.5%+1.0pp | 67.6%+14.9pp |
| Annual return | 20.46% | 37.20%-16.7pp | 49.20%-28.7pp | 35.59%-15.1pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,877 | $6,820+0.8% | $8,082-14.9% | $4,296+60.1% |
| Admin fee / account holder | $1,610 | $5,897-72.7% | $7,899-79.6% | $6,918-76.7% |