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 7-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 | $9,855 | $70,475-86.0% | $100,516-90.2% | $79,858-87.7% |
| Participation rate | 79.7% | 73.7%+6.0pp | 79.4%+0.3pp | 69.6%+10.1pp |
| Annual return | 105.92% | 21.90%+84.0pp | 30.89%+75.0pp | 31.71%+74.2pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,787 | $5,181+11.7% | $6,270-7.7% | $3,740+54.7% |
| Admin fee / account holder | $810 | $4,478-81.9% | $8,081-90.0% | $5,306-84.7% |