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 | $12,773 | $74,927-83.0% | $101,794-87.5% | $84,808-84.9% |
| Participation rate | 90.6% | 61.4%+29.2pp | 69.2%+21.4pp | 68.3%+22.3pp |
| Annual return | 31.77% | 18.70%+13.1pp | 30.53%+1.2pp | 40.90%-9.1pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,912 | $3,099+58.5% | $4,084+20.3% | $4,212+16.6% |
| Admin fee / account holder | $1,597 | $6,514-75.5% | $8,777-81.8% | $7,344-78.3% |