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 | $15,401 | $140,940-89.1% | $112,229-86.3% | $139,434-89.0% |
| Participation rate | 84.2% | 79.2%+5.0pp | 72.4%+11.8pp | 80.3%+3.9pp |
| Annual return | 154.29% | 32.71%+121.6pp | 30.20%+124.1pp | 372.94%-218.7pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,964 | $5,874-32.5% | $4,798-17.4% | $6,710-40.9% |
| Admin fee / account holder | $370 | $9,954-96.3% | $7,748-95.2% | $11,403-96.8% |