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 | $4,269 | $79,944-94.7% | $98,439-95.7% | $75,163-94.3% |
| Participation rate | 75.8% | 70.4%+5.4pp | 75.2%+0.6pp | 67.2%+8.6pp |
| Annual return | 50.75% | 19.75%+31.0pp | 21.16%+29.6pp | 160.62%-109.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,866 | $3,752-50.3% | $4,738-60.6% | $4,125-54.8% |
| Admin fee / account holder | $788 | $6,840-88.5% | $8,948-91.2% | $5,651-86.1% |