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 | $18,615 | $185,822-90.0% | $169,993-89.0% | $139,434-86.6% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 24.71% | 60.50%-35.8pp | 53.37%-28.7pp | 372.94%-348.2pp |
| Employer contribution / active EE | $1,309 | $7,590-82.8% | $6,785-80.7% | $4,751-72.4% |
| Participant deferral / active EE | $5,518 | $11,622-52.5% | $10,408-47.0% | $6,710-17.8% |
| Admin fee / account holder | $314 | $15,381-98.0% | $12,815-97.6% | $11,403-97.2% |