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 | $23,437 | $201,272-88.4% | $184,203-87.3% | $145,922-83.9% |
| Participation rate | 84.6% | 87.5%-2.9pp | 86.8%-2.2pp | 80.3%+4.3pp |
| Annual return | 19.31% | 29.00%-9.7pp | 28.81%-9.5pp | 561.29%-542.0pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $11,518 | $9,806+17.5% | $9,131+26.1% | $6,688+72.2% |
| Admin fee / account holder | $4,069 | $16,364-75.1% | $13,901-70.7% | $13,397-69.6% |