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 | $13,936 | $185,822-92.5% | $169,993-91.8% | $139,434-90.0% |
| Participation rate | 91.3% | 87.8%+3.5pp | 87.0%+4.3pp | 80.3%+11.0pp |
| Annual return | 23.15% | 60.50%-37.4pp | 53.37%-30.2pp | 372.94%-349.8pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,366 | $11,622-28.0% | $10,408-19.6% | $6,710+24.7% |
| Admin fee / account holder | $1,845 | $15,381-88.0% | $12,815-85.6% | $11,403-83.8% |