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 6-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 | $1,658 | $108,172-98.5% | $77,482-97.9% | $158,922-99.0% |
| Participation rate | 90.5% | 64.4%+26.1pp | 54.2%+36.3pp | 82.0%+8.5pp |
| Annual return | 192.27% | 31.67%+160.6pp | 54.79%+137.5pp | 302.83%-110.6pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,524 | $2,456-38.0% | $1,861-18.1% | $5,982-74.5% |
| Admin fee / account holder | $933 | $3,708-74.8% | $2,858-67.4% | $11,246-91.7% |