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 10-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 | $17,066 | $64,119-73.4% | $112,228-84.8% | $66,914-74.5% |
| Participation rate | 94.4% | 68.5%+25.9pp | 75.1%+19.3pp | 69.8%+24.6pp |
| Annual return | -13.45% | -13.81%+0.4pp | 27.45%-40.9pp | 1.58%-15.0pp |
| Employer contribution / active EE | $471 | $3,005-84.3% | $3,635-87.0% | $2,544-81.5% |
| Participant deferral / active EE | $2,191 | $3,693-40.7% | $4,728-53.7% | $4,237-48.3% |
| Admin fee / account holder | $826 | $625+32.2% | $6,410-87.1% | $593+39.3% |