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 4-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 | $3,303 | $169,032-98.0% | $129,207-97.4% | $145,922-97.7% |
| Participation rate | 70.6% | 76.4%-5.9pp | 69.6%+1.0pp | 80.3%-9.7pp |
| Annual return | 70.85% | 14330.11%-14259.3pp | 9417.33%-9346.5pp | 561.29%-490.4pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,887 | $4,987-62.2% | $4,168-54.7% | $6,688-71.8% |
| Admin fee / account holder | $390 | $9,954-96.1% | $7,715-94.9% | $13,397-97.1% |