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 | $3,212 | $49,173-93.5% | $121,098-97.3% | $75,163-95.7% |
| Participation rate | 80.0% | 55.4%+24.6pp | 69.5%+10.5pp | 67.2%+12.8pp |
| Annual return | 26.30% | 55.99%-29.7pp | 985.75%-959.5pp | 160.62%-134.3pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,984 | $2,628+51.6% | $4,080-2.3% | $4,125-3.4% |
| Admin fee / account holder | $415 | $3,942-89.5% | $5,644-92.6% | $5,651-92.7% |