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 | $14,744 | $80,673-81.7% | $101,326-85.4% | $84,808-82.6% |
| Participation rate | 82.6% | 77.8%+4.8pp | 81.5%+1.1pp | 68.3%+14.3pp |
| Annual return | 27.53% | 38.95%-11.4pp | 36.82%-9.3pp | 40.90%-13.4pp |
| Employer contribution / active EE | $35 | $2,698-98.7% | $3,665-99.0% | $2,631-98.7% |
| Participant deferral / active EE | $6,538 | $6,840-4.4% | $7,994-18.2% | $4,212+55.2% |
| Admin fee / account holder | $2,918 | $12,784-77.2% | $11,185-73.9% | $7,344-60.3% |