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 8-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 | $21,742 | $105,181-79.3% | $159,436-86.4% | $85,850-74.7% |
| Participation rate | 85.9% | 75.8%+10.1pp | 82.8%+3.1pp | 69.3%+16.6pp |
| Annual return | 44.27% | 45.07%-0.8pp | 263.57%-219.3pp | 318.53%-274.3pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,301 | $5,945+73.3% | $7,352+40.1% | $3,952+160.7% |
| Admin fee / account holder | $7,182 | $6,933+3.6% | $10,799-33.5% | $6,260+14.7% |