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 | $18,040 | $93,571-80.7% | $135,903-86.7% | $75,163-76.0% |
| Participation rate | 86.5% | 75.2%+11.4pp | 81.9%+4.6pp | 67.2%+19.3pp |
| Annual return | 58.30% | 30.90%+27.4pp | 68.23%-9.9pp | 160.62%-102.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,803 | $6,404+68.7% | $7,758+39.3% | $4,125+161.9% |
| Admin fee / account holder | $777 | $6,975-88.9% | $10,762-92.8% | $5,651-86.3% |