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 | $11,751 | $165,335-92.9% | $149,696-92.1% | $158,922-92.6% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 24.65% | 348.15%-323.5pp | 276.60%-252.0pp | 302.83%-278.2pp |
| Employer contribution / active EE | $795 | $5,103-84.4% | $4,644-82.9% | $4,761-83.3% |
| Participant deferral / active EE | $3,100 | $7,181-56.8% | $6,842-54.7% | $5,982-48.2% |
| Admin fee / account holder | $1,061 | $10,807-90.2% | $9,309-88.6% | $11,246-90.6% |