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 | $4,934 | $80,717-93.9% | $154,803-96.8% | $84,808-94.2% |
| Participation rate | 80.0% | 66.8%+13.2pp | 78.1%+1.9pp | 68.3%+11.7pp |
| Annual return | 17.64% | 37.96%-20.3pp | 58.88%-41.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $286 | $2,761-89.7% | $4,305-93.4% | $2,631-89.1% |
| Participant deferral / active EE | $2,419 | $3,303-26.8% | $5,540-56.3% | $4,212-42.6% |
| Admin fee / account holder | $429 | $6,746-93.6% | $14,329-97.0% | $7,344-94.2% |