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 | $6,398 | $65,561-90.2% | $86,188-92.6% | $75,163-91.5% |
| Participation rate | 91.4% | 60.5%+30.9pp | 69.0%+22.4pp | 67.2%+24.2pp |
| Annual return | 38.87% | 46.05%-7.2pp | 1168.45%-1129.6pp | 160.62%-121.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,546 | $3,024+83.4% | $3,985+39.1% | $4,125+34.4% |
| Admin fee / account holder | $1,440 | $5,474-73.7% | $6,852-79.0% | $5,651-74.5% |