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 | $10,160 | $111,724-90.9% | $93,606-89.1% | $145,922-93.0% |
| Participation rate | 76.9% | 74.2%+2.7pp | 68.7%+8.2pp | 80.3%-3.4pp |
| Annual return | 9.08% | 202.98%-193.9pp | 133.20%-124.1pp | 561.29%-552.2pp |
| Employer contribution / active EE | $539 | $3,090-82.6% | $2,420-77.7% | $4,660-88.4% |
| Participant deferral / active EE | $2,390 | $4,912-51.3% | $4,411-45.8% | $6,688-64.3% |
| Admin fee / account holder | $588 | $10,250-94.3% | $8,285-92.9% | $13,397-95.6% |