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 | $2,927 | $80,717-96.4% | $154,803-98.1% | $84,808-96.5% |
| Participation rate | 76.5% | 66.8%+9.7pp | 78.1%-1.6pp | 68.3%+8.2pp |
| Annual return | 25.33% | 37.96%-12.6pp | 58.88%-33.6pp | 40.90%-15.6pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,439 | $3,303-56.4% | $5,540-74.0% | $4,212-65.8% |
| Admin fee / account holder | $374 | $6,746-94.5% | $14,329-97.4% | $7,344-94.9% |