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 | $18,804 | $165,984-88.7% | $164,813-88.6% | $145,922-87.1% |
| Participation rate | 91.3% | 82.0%+9.3pp | 78.6%+12.7pp | 80.3%+11.0pp |
| Annual return | 28.50% | 100.03%-71.5pp | 69.93%-41.4pp | 561.29%-532.8pp |
| Employer contribution / active EE | $1,039 | $5,273-80.3% | $4,341-76.1% | $4,660-77.7% |
| Participant deferral / active EE | $4,988 | $6,959-28.3% | $6,031-17.3% | $6,688-25.4% |
| Admin fee / account holder | $1,032 | $16,648-93.8% | $12,690-91.9% | $13,397-92.3% |