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 7-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 | $23,730 | $197,591-88.0% | $177,821-86.7% | $158,922-85.1% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.7%-15.0pp | 82.0%-9.2pp |
| Annual return | 123.77% | 58.76%+65.0pp | 48.32%+75.4pp | 302.83%-179.1pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,545 | $8,405-10.2% | $7,714-2.2% | $5,982+26.1% |
| Admin fee / account holder | $764 | $15,399-95.0% | $12,427-93.9% | $11,246-93.2% |