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 | $17,395 | $157,256-88.9% | $141,162-87.7% | $152,861-88.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 110.73% | 64.32%+46.4pp | 71.39%+39.3pp | 345.32%-234.6pp |
| Employer contribution / active EE | $706 | $5,261-86.6% | $4,735-85.1% | $4,762-85.2% |
| Participant deferral / active EE | $8,792 | $7,109+23.7% | $6,709+31.0% | $5,850+50.3% |
| Admin fee / account holder | $512 | $12,120-95.8% | $10,261-95.0% | $11,596-95.6% |