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 | $2,668 | $48,265-94.5% | $68,791-96.1% | $68,494-96.1% |
| Participation rate | 78.8% | 60.7%+18.1pp | 69.0%+9.8pp | 67.9%+10.9pp |
| Annual return | -17.94% | -12.71%-5.2pp | -6.38%-11.6pp | -7.84%-10.1pp |
| Employer contribution / active EE | $225 | $1,829-87.7% | $2,655-91.5% | $2,596-91.3% |
| Participant deferral / active EE | $1,266 | $2,867-55.8% | $3,941-67.9% | $4,027-68.6% |
| Admin fee / account holder | $992 | $4,355-77.2% | $4,932-79.9% | $5,403-81.6% |