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 3-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 | $4,281 | $99,877-95.7% | $84,966-95.0% | $145,922-97.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 57.84% | 83.76%-25.9pp | 66.38%-8.5pp | 561.29%-503.4pp |
| Employer contribution / active EE | $199 | $3,231-93.8% | $2,727-92.7% | $4,660-95.7% |
| Participant deferral / active EE | $4,894 | $5,291-7.5% | $4,519+8.3% | $6,688-26.8% |
| Admin fee / account holder | $597 | $7,248-91.8% | $6,149-90.3% | $13,397-95.5% |