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 5-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 | $16,163 | $176,947-90.9% | $126,539-87.2% | - |
| Participation rate | 93.9% | 61.8%+32.1pp | 69.8%+24.1pp | - |
| Annual return | 34.24% | 15.13%+19.1pp | 425.95%-391.7pp | - |
| Employer contribution / active EE | $699 | $2,196-68.2% | $3,674-81.0% | - |
| Participant deferral / active EE | $3,804 | $4,114-7.5% | $4,083-6.8% | - |
| Admin fee / account holder | $1,530 | $22,209-93.1% | $6,065-74.8% | - |