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 7-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 | $15,649 | $105,181-85.1% | $159,436-90.2% | $85,850-81.8% |
| Participation rate | 83.0% | 75.8%+7.2pp | 82.8%+0.1pp | 69.3%+13.6pp |
| Annual return | 268.58% | 45.07%+223.5pp | 263.57%+5.0pp | 318.53%-49.9pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,022 | $5,945+1.3% | $7,352-18.1% | $3,952+52.4% |
| Admin fee / account holder | $441 | $6,933-93.6% | $10,799-95.9% | $6,260-93.0% |