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 6-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 | $11,693 | $98,750-88.2% | $149,696-92.2% | $79,858-85.4% |
| Participation rate | 83.7% | 75.8%+7.9pp | 82.5%+1.2pp | 69.6%+14.0pp |
| Annual return | 576.75% | 27.43%+549.3pp | 276.60%+300.1pp | 31.71%+545.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,546 | $5,680-55.2% | $6,842-62.8% | $3,740-31.9% |
| Admin fee / account holder | $2,064 | $6,053-65.9% | $9,309-77.8% | $5,306-61.1% |