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 3-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 | $22,439 | $185,822-87.9% | $169,993-86.8% | $139,434-83.9% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 16.43% | 60.50%-44.1pp | 53.37%-36.9pp | 372.94%-356.5pp |
| Employer contribution / active EE | $762 | $7,590-90.0% | $6,785-88.8% | $4,751-84.0% |
| Participant deferral / active EE | $3,637 | $11,622-68.7% | $10,408-65.1% | $6,710-45.8% |
| Admin fee / account holder | $7,460 | $15,381-51.5% | $12,815-41.8% | $11,403-34.6% |