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 | $7,935 | $102,317-92.2% | $146,958-94.6% | $80,856-90.2% |
| Participation rate | 78.0% | 75.8%+2.1pp | 82.2%-4.2pp | 67.6%+10.3pp |
| Annual return | 89.61% | 134.76%-45.1pp | 418.34%-328.7pp | 35.59%+54.0pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,448 | $6,644-48.1% | $8,070-57.3% | $4,296-19.7% |
| Admin fee / account holder | $817 | $7,941-89.7% | $12,998-93.7% | $6,918-88.2% |