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 8-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 | $14,142 | $82,664-82.9% | $125,339-88.7% | $68,494-79.4% |
| Participation rate | 97.1% | 75.0%+22.1pp | 82.4%+14.8pp | 67.9%+29.3pp |
| Annual return | -10.50% | -5.97%-4.5pp | 572.05%-582.6pp | -7.84%-2.7pp |
| Employer contribution / active EE | $114 | $3,381-96.6% | $4,814-97.6% | $2,596-95.6% |
| Participant deferral / active EE | $5,402 | $6,110-11.6% | $7,446-27.5% | $4,027+34.1% |
| Admin fee / account holder | $2,762 | $6,275-56.0% | $10,010-72.4% | $5,403-48.9% |