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 | $5,105 | $70,669-92.8% | $169,368-97.0% | $75,163-93.2% |
| Participation rate | 86.9% | 64.8%+22.1pp | 77.1%+9.7pp | 67.2%+19.7pp |
| Annual return | 18.02% | 36.36%-18.3pp | 405.60%-387.6pp | 160.62%-142.6pp |
| Employer contribution / active EE | $322 | $2,211-85.4% | $4,013-92.0% | $2,670-87.9% |
| Participant deferral / active EE | $1,613 | $4,311-62.6% | $6,221-74.1% | $4,125-60.9% |
| Admin fee / account holder | $825 | $5,402-84.7% | $9,003-90.8% | $5,651-85.4% |