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 3-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 | $17,789 | $77,503-77.0% | $100,391-82.3% | $80,856-78.0% |
| Participation rate | 77.4% | 76.9%+0.5pp | 81.5%-4.1pp | 67.6%+9.8pp |
| Annual return | 40.73% | 37.20%+3.5pp | 49.20%-8.5pp | 35.59%+5.1pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,174 | $6,820+34.5% | $8,082+13.5% | $4,296+113.6% |
| Admin fee / account holder | $4,905 | $5,897-16.8% | $7,899-37.9% | $6,918-29.1% |