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 | $17,099 | $209,411-91.8% | $178,490-90.4% | $158,922-89.2% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 27.03% | 188.75%-161.7pp | 151.07%-124.0pp | 302.83%-275.8pp |
| Employer contribution / active EE | $902 | $5,706-84.2% | $5,011-82.0% | $4,761-81.1% |
| Participant deferral / active EE | $3,204 | $5,954-46.2% | $5,202-38.4% | $5,982-46.4% |
| Admin fee / account holder | $2,486 | $17,074-85.4% | $13,984-82.2% | $11,246-77.9% |