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 6-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 | $6,015 | $77,145-92.2% | $108,410-94.5% | $85,850-93.0% |
| Participation rate | 84.5% | 74.7%+9.8pp | 80.1%+4.4pp | 69.3%+15.2pp |
| Annual return | 24.46% | 44.54%-20.1pp | 905.27%-880.8pp | 318.53%-294.1pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,378 | $5,566-21.4% | $6,563-33.3% | $3,952+10.8% |
| Admin fee / account holder | $929 | $5,172-82.0% | $7,295-87.3% | $6,260-85.2% |