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 5-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 | $16,788 | $84,487-80.1% | $125,339-86.6% | $66,914-74.9% |
| Participation rate | 90.7% | 76.4%+14.3pp | 82.4%+8.3pp | 69.8%+20.9pp |
| Annual return | 16.40% | -8.39%+24.8pp | 572.05%-555.6pp | 1.58%+14.8pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,109 | $6,781+19.6% | $7,446+8.9% | $4,237+91.4% |
| Admin fee / account holder | $2,499 | $685+264.8% | $10,010-75.0% | $593+321.3% |