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 | $2,085 | $96,305-97.8% | $80,569-97.4% | $139,434-98.5% |
| Participation rate | 76.5% | 73.6%+2.8pp | 67.0%+9.5pp | 80.3%-3.8pp |
| Annual return | 34.69% | 1350.08%-1315.4pp | 935.43%-900.7pp | 372.94%-338.2pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,776 | $5,232-66.0% | $4,447-60.1% | $6,710-73.5% |
| Admin fee / account holder | $315 | $6,599-95.2% | $5,377-94.1% | $11,403-97.2% |