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 5-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 | $22,994 | $148,978-84.6% | $200,582-88.5% | $84,808-72.9% |
| Participation rate | 93.9% | 84.2%+9.7pp | 86.9%+7.1pp | 68.3%+25.6pp |
| Annual return | 20.94% | 28.16%-7.2pp | 42.33%-21.4pp | 40.90%-20.0pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,543 | $7,142+19.6% | $9,331-8.4% | $4,212+102.8% |
| Admin fee / account holder | $2,409 | $13,977-82.8% | $16,305-85.2% | $7,344-67.2% |