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 | $14,863 | $202,318-92.7% | $172,739-91.4% | $152,861-90.3% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 26.95% | 1029.65%-1002.7pp | 802.84%-775.9pp | 345.32%-318.4pp |
| Employer contribution / active EE | $1,007 | $5,856-82.8% | $5,143-80.4% | $4,762-78.9% |
| Participant deferral / active EE | $2,249 | $5,948-62.2% | $5,198-56.7% | $5,850-61.5% |
| Admin fee / account holder | $2,826 | $17,109-83.5% | $13,954-79.7% | $11,596-75.6% |