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 | $3,832 | $104,974-96.3% | $95,585-96.0% | $142,382-97.3% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 91.66% | 210.33%-118.7pp | 38.56%+53.1pp | 217.08%-125.4pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,233 | $4,352-71.7% | $4,023-69.3% | $6,507-81.0% |
| Admin fee / account holder | $1,987 | $6,386-68.9% | $6,127-67.6% | $12,624-84.3% |